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Beyond Barriers
If you are an ambitious woman who wants to dominate your career, then the Beyond Barriers podcast is for you. Discover why traditional career strategies are outdated, what skills are growing in demand, and how to stand up and stand out in the workplace.
In each episode, we interview industry influencers, and business leaders from top corporations who share their perspective on opportunities and challenges in the digital age. From inspiring stories to cutting-edge strategies, you’ll learn how to develop the skillset, mindset and toolset to accelerate your career success.
Episode 285: The Art of Values Alignment: A Guide for Hiring Managers and Candidates - with Anna Kelch
Does this sound familiar? You've been told that hiring candidates solely based on their qualifications and skills will result in a successful team. But despite following this advice, you're still experiencing a lack of cohesion and productivity. The pain of investing time and resources into recruitment, only to realize that the values of your new hires don't align with your company's culture, is all too real. On this episode of the Beyond Barriers Podcast, Brooke Skinner Ricketts welcomes a highly respected Executive Recruiter, Entrepreneur and CEO, Anna Kelch. With an extensive background in executive search, Anna is the leader of the global technology practice at SRI. Her expertise enables her to provide invaluable insights and strategies for hiring managers and candidates, seeking to improve values alignment. Visit https://www.gobeyondbarriers.com where you will find show notes and links to all the resources in this episode, including the best way to get in touch with Anna. Highlights: [03:00] Anna’s background and path to her career and lessons learn [10:29] Finding the right person for a role [12:02] Incorporating diversity [17:18] Opportunities for women [21:14] Telling your story and negotiation [27:00] Sharing about your life with your employers [32:27] Leveraging your relationships [42:16] Competition among women [42:40] What Anna advised her own kids in their job searches [45:16] Sending a thank you note [48:55] Doing your homework before sending a resume [52:33] Lightning round questions Quotes: “A company’s culture, who you work for, how you’re supported, makes a huge difference in a company’s ability to keep talent.” – Anna Kelch “You’ve got to figure out how to stand out, and that means you have to tell your story.” – Anna Kelch “Networking is not transactional.” – Anna Kelch Lightning Round Questions: What book has greatly influenced you? - “Radical Candor” by Kim Scott What is your favorite inspiring quote or saying? - “Do the best you can until you know better. Then, when you know better, do better.” – Maya Angelou What is one word or moniker you would use to describe yourself? - Connector What is one change you've implemented that made your life better? - I stopped saying sorry so much. What power song would you want playing as you walk out onto a stage? - “Girl on Fire” by Alicia Keys (or anything by Bruce Springsteen) About Anna Kelch: Anna leads the Global Technology Practice at SRI which exists to serve all companies where technology and transformation are critical to their business mission. She is an accomplished search consultant with over 25 years of experience and a reputation for recruiting hard to find talent for consumer, enterprise, and private equity clients in digital media, information services, SaaS, AI, e-commerce and data & analytics. She is strategic, unbiased, and personally invested in every search focused on delivering best-in-class talent. Clients and candidates value Anna’s counsel and view her as a trusted advisor versus a search vendor. Prior to search, Anna served in sales, marketing and management roles in publishing, digital media, and educational technology with companies including Meredith Corporation, Bertelsmann’s Gruner & Jahr, and Whittle Communications. A supporter of children, education, and the fine arts, she served on the board for Steppenwolf Theatre and Urban Gateways. She is a veteran in the search world yet remains committed to finding new ways to make search better, faster, and more fulfilling for both clients and candidates. Links: https://www.linkedin.com/in/anna-mccormick-kelch/ https://sriexecutive.com/
56:4515/11/2023
Episode 284: Unleashing the Power of Brain Science with Dr. Britt Andreatta
In a world where productivity and fulfillment seem elusive, one woman took an unconventional path to unlocking their secrets. From academia to neuroscience, Dr. Britt Andreatta delved deep into the mysteries of the brain, uncovering a remarkable twist that would change everything. From her early days as a university program director to her former role as the Chief Learning Officer at Lynda.com (now LinkedIn Learning), she has continuously pushed the boundaries of what is possible in the field of education. Her latest book, Wired to Become, delves into the fascinating connection between happiness and purpose, offering practical insights for individuals seeking fulfillment in their work. As an esteemed author, speaker, and consultant, Dr. Andreatta's brain-based training methods have revolutionized the way companies and individuals approach productivity and personal growth. Get ready to be inspired as Dr. Andreatta shares her wealth of knowledge and experience on leveraging brain science for enhanced productivity. Visit https://www.gobeyondbarriers.com where you will find show notes and links to all the resources in this episode, including the best way to get in touch with Dr. Andreatta. Highlights: [03:05] Britt’s journey to her current role [05:58] The difference between happiness and purpose [09:40] Finding meaning in work [13:15] Common paradoxes about meaning [17:01] How to thrive through change [18:35] The benefits of mindfulness [20:18] Hacks for mindfulness [22:24] Fulfilling your potential [25:06] How managers can create more meaning for their employees [33:28] Lightning round questions Quotes: “All great leaders are great learners.” – Dr. Britt Andreatta “When people are really hooked into their purpose, one of the challenges is boundary management.” – Dr. Britt Andreatta “Change at work oftentimes triggers a lot of our survival or reactionary responses because it messes with our world.” – Dr. Britt Andreatta Lightning Round Questions: What book has greatly influenced you? - Books by Raj Sisodia, Brené Brown, Amy Edmondson, and Richard Davidson What is your favorite inspiring quote or saying? - “Never underestimate the power of a small group of committed people to change the world, in fact it is the only thing that ever has.” (Margaret Mead) What is one word or moniker you would use to describe yourself? - Facilitator What is one change you've implemented that made your life better? - I started using PowerPoint for all of my thinking. What power song would you want playing as you walk out onto a stage? - “Girl of Fire” by Alicia Keys About Dr. Britt Andreatta: Dr. Britt Andreatta is an internationally recognized thought leader who uses her background in leadership, neuroscience, psychology, and education to create science-based solutions for today's workplace challenges. Britt is the former CLO for Lynda.com (LinkedIn Learning) and has over 10 million views worldwide of her online courses. She regularly consults with organizations on leadership development and learning strategy. Britt is the author of several books on the brain science of success including Wired to Grow, Wired to Resist, and Wired to Connect. In 2022, she was named a Top 10 Influencer in Learning. In 2021, she was a Top 20 Learning Influencer and a Top 20 HR Influencer for Leadership Development. Links: Website: https://www.brittandreatta.com/ LinkedIn: https://www.linkedin.com/in/brittandreatta/ Instagram: https://www.instagram.com/brittandreatta/ Twitter: https://twitter.com/BrittAndreatta YouTube: https://www.youtube.com/channel/UCtNYXMSRcXYbQ7wueIkFXrA
40:2501/11/2023
Episode 283: Understanding Imposter Syndrome: Strategies for Becoming a Humble Realist TM with Expert Dr. Valerie Young
Are you tired of feeling like an imposter, questioning your abilities, and holding unrealistic expectations? Do you have these myths floating in your head, like - Everyone else has it all figured out, Success means never doubting yourself, and Competence requires perfection? In this episode, our guest expert, Dr. Valerie Young, co-founder of the Impostor Syndrome Institute, will debunk these myths and share the truth about building realistic expectations and accepting self-doubt. Dr. Young is widely considered the leading thought leader on impostor syndrome and its impact on individuals' lives. Her expertise and insights have made her a highly sought-after speaker and author, and she continues to make significant contributions in the field. Through her work, Dr. Young discovered that at the core of impostor feelings lies the presence of unrealistic and unsustainable expectations about competence. Armed with this knowledge, she embarked on a mission to help individuals recognize and challenge these beliefs, ultimately empowering them to overcome self-doubt and embrace their true capabilities. Whether you struggle with imposter syndrome or know someone who does, this episode is a must-listen. Dr. Young's wisdom and guidance will help you gain self-awareness, build realistic expectations, and navigate the challenges of impostor syndrome. So grab your headphones and get ready to be inspired and empowered. Visit www.gobeyondbarriers.com, where you will find show notes and links to all the resources referenced in this episode, including the best way to get in touch with Dr. Valerie Young. Highlights: 00:01:00 - Dr. Young's Journey 00:07:08 - Overcoming Fears and Limiting Beliefs 00:10:05 - Becoming a Humble Realist 00:14:38 - Competence Types 00:17:08 - Overcoming Impostor Syndrome 00:18:59 - Perspective on Competence 00:21:10 - Feedback and Failure 00:28:35 - Imposter Syndrome and Women Supporting Women 00:42:35 - Staying in Contact and Following Dr. Young Quotes: Don't wait until everything is perfect. Half-ass is better than no-ass. Get version one out the door and course-correct along the way. - Valerie Young Recognize that people who don't feel like imposters are not any more intelligent or competent than the rest of us. They just have a realistic understanding of what it means to be competent. - Valerie Young The only way to stop feeling like an imposter is to stop thinking like an imposter and become a humble realist. - Valerie Young Lightning Round Questions: What book has greatly influenced you? ● “Making a Living Without a Job” by Barbara Winter and “Games Mother Never Taught You” by Betty Lehan Harragan What is your favorite inspiring quote or saying? ● “Being realistic is the most traveled road to mediocrity.” – Will Smith What is one word or moniker you would use to describe yourself? ● Determined What is one change you've implemented that made your life better? ● Recognizing and wanting to have control of my life to the degree possible. What power song would you want playing as you walk out onto a stage? ● “Girl on Fire” by Alicia Keys About Valerie Young: Dr. Valerie Young is co-founder of the Impostor Syndrome Institute. Widely considered the leading thought leader on impostor syndrome, she has spoken at over 100 colleges and universities including Harvard, Stanford, MIT, Wharton, and Oxford’s Said business school. A former manager at a Fortune 200 company herself, she’s also shared her highly relatable and practical advice at such diverse organizations as Pfizer, Google, Boeing, P&G, Siemens, Space Telescope Science Institute, Intel, BP, YUM Brands, Microsoft, JP Morgan, Federal Reserve of Kansas City, Diageo, Trane, Molson Coors, NASA, the National Cancer Institute, and the National Basketball Association to name a few. Valerie’s work has been cited around the world in publications such as Time, Newsweek, Psychology Today, Science, The New York Times, Wall Street Journal, Irish Independent, Sydney Morning Herald, Globe & Mail, on BBC radio and the Ten Percent Happier podcast. She’s author of the award-winning book The Secret Thoughts of Successful Women: And Men, Why Capable People Suffer from the Impostor Syndrome and How to Thrive in Spite of It with Crown Business, published in six languages and is a contributor to an upcoming book on impostor phenomenon published by the American Psychological Association. Valerie earned her doctoral degree from the University of Massachusetts, Amherst where she studied internal barriers to women’s achievement. Although her research subjects consisted of a racially diverse group of professional women, much of her original findings have proved directly applicable to anyone with impostor feelings. Links: Website: https://impostorsyndrome.com/valerie-young/ LinkedIn: https://www.linkedin.com/in/valerieyoung/
46:5825/10/2023
Episode 282: Reframing Success: How Iliana Quinonez Transformed Challenges into Triumphs
Iliana Quinonez boasts an impressive track record in the tech industry, having amassed over 25 years of trailblazing experiences. Showing remarkable leadership, she has helmed teams of engineers, distinguishing herself in the realm of solution engineering and stewarding software companies towards success and earning the award and title of Latina Trailblazer in Tech. Iliana is indeed a tech powerhouse and the epitome of resilience. Iliana recently embarked on a fresh venture — the inception of her own consulting company. With a critical spotlight on advocating for Latinx women and underrepresented minorities, her firm offers catalytic startup services designed to fast-track their entrepreneurial and career trajectories. However, Iliana's accomplishments aren't solely confined to the professional sphere. She embodies the virtues of personal resilience and determination, as exemplified by her battle with a serious health crisis. Iliana had to face a health challenge that necessitated a complex and delicate brain surgery. But Iliana didn't merely survive this ordeal; she emerged stronger and more determined than ever. It's a powerful testament to her positive mindset and the ability to reframe challenging circumstances into unique opportunities for personal growth and evolution. Iliana's journey reflects the boundless opportunities that emerge from embracing life's changes head-on and taking thoughtful, calculated risks. Her wealth of wisdom and experience makes her an invaluable mentor to women within the high tech industry and beyond. Let Iliana's inspiring story encourage you to view obstacles as opportunities, just as she did. Get ready to be inspired and remember: every challenge can open up a new path to success. Visit https://www.gobeyondbarriers.com where you will find show notes and links to all the resources in this episode, including the best way to get in touch with Iliana. Highlights: [00:03] Meet Iliana Quinonez [00:10] Career Pivot [01:05] Personal Health Challenges and Resilience [08:37] Positive Attitude and Support [13:38] Balancing Personal Life and Transition [14:10] Building a Network and Seeking Guidance [18:31] Trial and Error and Continuous Growth [19:48] Overcoming Self-Doubt [24:11] Helping Startups with Their Value Proposition [31:31] Lightning round questions Quotes: By reframing challenges as opportunities, we can create impactful change and accelerate our path to success. - Iliana Quinonez Life is full of challenges and taking risks, but with resilience and the support of relationships, we can overcome anything. - Iliana Quinonez In the face of unexpected obstacles, it's important to educate ourselves, make the unknown known, and take risks for our own well-being and growth. - Iliana Quinonez Lightning Round Questions: What book has greatly influenced you? - “The Hard Thing About Hard Things” by Ben Horowitz What is your favorite inspiring quote or saying? - “People will forget a lot of things you do or say, but they’ll never forget how you made them feel.” – Maya Angelou and “You can often change your circumstances by changing your attitude.” by Eleanor Roosevelt What is one word or moniker you would use to describe yourself? - Impact What is one change you've implemented that made your life better? - Don’t take no for an answer (Winston Churchill) and creating VLM (valuable life moments). What power song would you want playing as you walk out onto a stage? - “La vida es un carnaval” by Celia Cruz and “Don’t Stop” by Fleetwood Mac About Iliana Quinonez: ILIANA QUINONEZ - CEO and Founder, IQ Accelerate Iliana is a Latina Trailblazer in Tech. She is an IT Executive and Certified Executive Coach with more than twenty years of experience in the high-tech industry working across three different continents. Her experience includes leadership roles and coaching and mentoring practice in Solutions Engineering, GTM, Business Development, Product Management and Consulting. She has worked at Enterprise Software companies and startups including Salesforce, SAP, BEA systems, Informix Software, Magnet Systems and BDNA Corporation. She has experienced great IPO exits as well as startups pivoting and changing paths which has provided her the insights and empathy she uses to advise and coach startup founders, early-stage teams and high-tech professionals. Her most recent corporate role at Salesforce was VP Solutions Engineering, leading the team that supported the Travel, Transportation and Hospitality Industries. Iliana is a strong advocate for DEI and an active mentor in her communities. She has held Board Seats at organizations like Upwardly Global (helping immigrant professionals rebuild their careers in the US) and MENTOR California (helping bridge the youth mentoring gap in the state). She holds a BSc in Computer Science from Universidad Iberoamericana in Mexico City, an MSc in Information Systems from the London School of Economics and is a certified Beyond Barriers Coach specialized in women leaders. She is a frequent podcast guest and speaker at events highlighting the importance of Women Leadership, Latinas in Tech, Women in STEM, Latinx Startups and DEI. She lives in San Francisco with her husband and their two daughters. Links: LinkedIn: https://www.linkedin.com/in/iliana-quinonez-34794/
41:0212/10/2023
Episode 281: From Fashion to Philanthropy: An Inspiring Career Transition - Paula Schneider, President & CEO of Susan G. Komen®
Paula Schneider is a highly accomplished leader with a remarkable career spanning over three decades in the fashion industry. She has held prestigious positions such as CEO of American Apparel, as well as leadership roles at renowned brands like BCBG and Speedo. However, Paula's journey took an unexpected turn when she transitioned into the nonprofit sector as the CEO of Susan G. Komen. What sets her apart is her personal connection to the cause, having battled breast cancer herself. This firsthand experience fuels her passion and drives her commitment to making a difference in the lives of others. Paula's expertise in strategic leadership and her ability to navigate complex challenges have been instrumental in her successful transition into the nonprofit world. Her story serves as an inspiration for individuals considering a career transition, showcasing the power of following one's passion and finding purpose in meaningful work. Visit https://www.gobeyondbarriers.com, where you will find show notes and links to all the resources in this episode, including the best way to get in touch with Paula. Highlights: [02:19] Paula’s background [10:47] C Suite retail to C Suite nonprofit [17:42] Moving forward despite uncertainty [21:16] When fires are all around you [22:46] Making decisions and what to do when things go sideways [24:17] How Susan G. Komen® dealt with COVID [28:25] The importance of knowing your financials [33:27] Not measuring up when under new management [35:23] Lightning round questions Quotes: “All the work that I do is illustrative of finding a cure so that my daughters don't have to go through this.” - Paula Schneider “I couldn’t care less if I sold one more pair of jeans to Bloomingdale's. I wanted to do something that was more meaningful.” - Paula Schneider “Women underestimate their abilities to problem-solve and figure things out. We need to believe in ourselves and bring our expertise to the table.” - Paula Schneider “People are really happy when they are accountable and understand what they are accountable for.” - Paula Schneider “The P&L guides all.” – Paula Schneider “When you are in a turnaround, you don’t have time to make decisions.” - Paula Schneider Lightning Round Questions: What book has greatly influenced you? - “The Paris Daughter” by Kristin Harmel (all books by this author) What is your favorite inspiring quote or saying? - “Don’t sweat the small stuff” What is one word or moniker you would use to describe yourself? - Instigator What is one change you've implemented that made your life better? - Finding joy in every day. What power song would you want playing as you walk out onto a stage? - “Celebration” by Kool & The Gang About Paula Schneider: Paula Schneider is president and CEO of Susan G. Komen®, where she is responsible for the strategic direction and day-to-day operations of the world’s leading breast cancer organization. Komen has made more than $3.5 billion in investments in breast cancer research, advocacy and patient support since its founding in 1982, helping reduce the breast cancer mortality rate by 42%. As a breast cancer survivor herself, and having lost her mother to metastatic breast cancer, Schneider’s work is personal as she brings a unique combination of business expertise and real-world perspective to Komen’s mission as CEO. Paula led Komen through an enterprise-wide restructuring, transforming Komen’s national network of independent local affiliate organizations into a single, united entity, leveraging shared operational functions while maintaining local development and mission teams across the country. Under her leadership, Komen today serves as a trusted health care guide, providing millions of people with safe, accurate, evidence-based information and education—as well as direct patient support services including financial assistance, patient navigation services, emotional support and resources. Komen also remains focused on accelerating breakthroughs for the most aggressive and deadly breast cancers, and eliminating breast cancer disparities through focused interventions that break down the barriers for Black people across the country. Schneider is widely regarded as a business expert in organizational management and finance. Prior to Komen, she served as CEO of American Apparel, where she navigated one of the most notable turnarounds in the retail sector. She previously served as President of the Warnaco Swimwear Group, the largest swimwear company in the world, with brands such as Speedo and Calvin Klein. Schneider is a sought-after public speaker on issues of women’s health and empowerment. She has been featured at such thought leadership events such as Fortune’s Most Powerful Women’s Forum and Yahoo Finance. She has served as a spokeswoman for the Liz Claiborne Company and its crusade to eradicate abuse against women, and is currently a member of C200, the preeminent global organization for the advancement of women business leaders. Links: Website: https://www.komen.org/ LinkedIn: https://www.linkedin.com/in/paula-schneider-6322661a/
42:3104/10/2023
Episode 280: Owning Your Destiny with Jennifer Openshaw, CEO of Girls With Impact
Early experiences often shape our entire lives. The inspiring story of our guest - Jennifer Openshaw - shows what’s possible to achieve when you choose to own your destiny. Being a child of divorce and watching her mother struggle as a single mom to make ends meet shaped Jennifer’s entire career journey. Her first “real” job was working as a maid in a motel while her mother worked two full-time jobs as a waitress to support the family. At an early age, she decided to make it on her own and to make a big impact. Now as CEO of Girls With Impact, the nation’s leading business education program for young women, she empowers women all around the world with the business and tech skills to become future leaders. Jennifer’s story illustrates the power of vision, determination and tenacity in your pursuits. She achieved her ambitions by looking at how other people got to where they are and always surrounding herself with a community of next level peers. She has broken barriers and paved the way for others to follow. Visit gobeyondbarriers.com, where you will find show notes and links to all the resources in this episode, including the best way to get in touch with Jennifer. Highlights: [02:18] What shaped Jennifer’s young life [04:19] Jennifer’s young career choices [08:05] Pursuing passions or pursuing money [14:44] Looking for opportunities [15:57] Dealing with fear of rejection or failure [18:17] Lessons learned as an entrepreneur [24:09] Gen Z in the workforce and the benefit of failing [27:36] Ready for the “what if” [30:05] Women when it comes to finances [32:14] About Girls With Impact [34:56] Taking her mission to the next level [43:57] Companies attracting entrepreneurs and Gen Z [49:21] Lightning round questions Quotes: “Sometimes the way to move up is to move out.” – Jennifer Openshaw “I’m a believer in not taking a leap until you know what you’re leaping to.” – Jennifer Openshaw “It shows people something when you’re willing to raise your hand.” – Jennifer Openshaw Lightning Round Questions: What book has greatly influenced you? - “The Prophet” by Kahlil Gibran What is your favorite inspiring quote or saying? - "If there’s a will there’s a way.” And “The answer will reveal itself.” What is one word or moniker you would use to describe yourself? - What leapfrog move can take you to where you want to go? What is one change you've implemented that made your life better? - Being grateful every day. What power song would you want playing as you walk out onto a stage? - “Ain’t No Mountain High Enough” by Diana Ross. About Jennifer Openshaw: Jennifer Openshaw – called “one of the most outspoken proponents for empowering women to control their financial lives” by CBS MarketWatch – is CEO of Girls With Impact, the nation’s leading business education program for young women. Her expertise and national reputation as a financial innovator have made her a valuable ally in the media – from “Oprah,” “Dr. Phil” and “Today” to CNN, Fox and CNBC. At the age of 14, Jennifer took on her first “real” job as a maid in a motel while her mother worked two full-time jobs as a waitress to support the family. In 2000, Jennifer was named one of the Internet’s 25 Rising Stars as a result of her work as CEO and founder of Women’s Financial Network, a company created as a result of her experience in the industry and as the “Money Expert” for KCBS-TV. The company was acquired by Wall Street legend Muriel Siebert (NYSE: SIEB). Jen’s financial industry experience includes senior roles at Bank of America, leading pension advisor Wilshire Associates, and BankOne (now JP Morgan Chase). She also headed the 60-year-old Financial Women’s Association and, most recently, was Partner and Chief Marketing Officer at global consulting firm Mercer, where she led the When Women Thrive research platform. She started her career in the California State Treasurer’s Office. Drawing from her experience in Silicon Valley, Wall Street and Main Street in tech, education, and the financial industry, Jennifer has been a fixture in the media. Her roles have included “Money Expert” for KCBS-TV, host of ABC Radio’s Winning Advice, and columnist for Dow Jones’ MarketWatch. She’s the author of three books: The Socially Savvy Advisor (2015); The Millionaire Zone (Hyperion), based on research about the social networking strategies of the wealthy; and What’s Your Net Worth? (Perseus), turned into a Public Television Show. Jennifer has been an advisor to Fortune 500 firms, including Microsoft, where she also served as national spokesperson. She writes regularly for Dow Jones, USA Today and as a LinkedIn Influencer. Jennifer holds an MBA in finance and BA from UCLA. She is a member of the New York Economic Club and was appointed by the California Governor to the Commission on California Government Efficiency. Links: Website: https://www.girlswithimpact.org/ LinkedIn URL: https://www.linkedin.com/in/jenopenshaw/ LinkedIn URL: https://www.linkedin.com/company/girlswithimpact/ Instagram: https://www.instagram.com/girlswithimpact/ Twitter: https://twitter.com/jopenshaw Twitter: https://twitter.com/GirlsWithImpact
56:5727/09/2023
Episode 279: The Value of Mentors, Transparency, and Diversity of Thought with Dominica Ribeiro, Chief Marketing and Distribution Officer at Breckinridge
Be Fearless, Be Bold, Be You. This is a mantra that Dominica Ribeiro shares with us in today’s podcast, and it is one that she herself has lived. Dominica started her career in finance when she walked into a firm after graduating high school and asked for a job. 27 years later, she is Chief Marketing and Distribution Officer at Breckinridge, a leading asset manager firm. Dominica is as wise as she is brilliant. She gained her fierce independence and work ethic from her mother who taught her to work hard and not to depend on anyone else for what you want. Dominica shares how she nurtures the ideas of those around her at every level, and how her experience seeking mentors who don’t look like her, has paid dividends for her career. She is a leader who is adept at building her own brand and is always focused on the positive. She shares how her dual roles of Executive and parent have taught her lessons about communication, negotiation, and strategy. We learned so much from this conversation and we hope you will too. Visit https://www.gobeyondbarriers.com where you will find show notes and links to all the resources in this episode, including the best way to get in touch with Dominica. Highlights: [04:09] Leveraging data [06:36] When the data proves you wrong [09:16] Expressing your opinion no matter what your role [12:25] Dominica’s vision of being a leader [14:16] Building a brand [19:36] When your mentors don’t look like you [23:10] Finding confidence [27:21] What led Dominica down her career path [29:39] Habits of success [32:06] Dominica’s background and story [36:20] Lightning round questions Quotes: “Be fearless, be bold, but be you.” - Dominica Ribeiro “If you layer your opinion or thought process on top of the data, that is the power behind the decision or the conversation.” – Dominica Ribeiro “I’ve never had somebody who looks and acts like me and has my experience be a mentor to me, and I think that’s the beauty of diversity of thought.” - Dominica Ribeiro Lightning Round Questions: What book has greatly influenced you? - “Dare to Lead” by Brene Brown What is your favorite inspiring quote or saying? - “Leadership is not about being in charge, it’s about taking care of those in your charge.” – Simon Sinek What is one word or moniker you would use to describe yourself? - Mom, and empathetic. What is one change you've implemented that made your life better? - Weekly therapy. What power song would you want playing as you walk out onto a stage? - “Roar” by Katy Perry About Dominica Ribeiro: Dominica is Breckinridge’s chief marketing and distribution officer. In her role, she leads the firm’s strategic distribution, including sales and relationship management, as well as the marketing plans and initiatives. She is also a member of the firm’s Executive Committee and the Board of Directors. Dominica has been with the firm since 2020 and has over 27 years of industry experience. Prior to Breckinridge, Dominica was head of institutional marketing at State Street Global Advisors where she was responsible for the development and execution of their overall marketing strategy. Campaigns focused on the promotion of State Street Global Advisors thought leadership, investment strategies, and gender diversity initiatives – notably, the Fearless Girl installation on Wall Street in New York City which helped raise awareness around the globe of the power of women in leadership, as well as the connection between increasing gender diversity on boards and long-term company performance. She began her career at Putnam Investments where she spent five years before joining the marketing and communications team at Fidelity Investments where she rose from communication analyst to director of institutional marketing, and then to vice president of institutional marketing. Dominica currently serves on the Board of Directors for Crispus Attucks Children's Center, a Boston-based childcare and development center, and as a Corporate Trustee for the Trustees of Reservations, the nation's oldest preservation and conservation organization. She also serves as a teen mentor for the Attleboro Community Academy, a state accredited high school diploma program, which provides an alternative path to graduation for struggling students and high school dropouts. She is a member of 100 Women in Finance, Boston Women in Finance, Women in Pensions Network, and the Defined Contribution Institutional Investment Association (DCIIA). She previously served on the leadership committee for the 50/50 Women on Boards Boston chapter. Dominica holds a B.S. and a M.S. in Business Management from Lesley University. Links: Website: https://www.breckinridge.com/ LinkedIn URL: https://www.linkedin.com/in/dominica-ribeiro/
39:3320/09/2023
Episode 278: Unleashing the Power of Gratitude with Tiffani Potesta, Chief Strategy Officer at Schroders
Are you frustrated about setbacks and challenges that are getting in the way of your dreams? Our guest today will reveal the secret to turning these obstacles into opportunities. Meet Tiffani Potesta, a trailblazing leader in the finance industry whose life and career is a testament to the transformative power of gratitude. With limited resources and no college degree, Tiffani built a successful career on Wall Street simply by leveraging her insatiable curiosity and love of math. Her journey reflects the indomitable human spirit and the will to survive and thrive. Throughout the episode, Tiffani emphasizes the importance of focusing on yourself and the contributions you can make, rather than comparing yourself to others. She stresses the value of being respected, rather than just being liked. Tiffani also provides practical advice on decision-making, embracing curiosity, and overcoming the fear of failure. Tiffani shares her story of how she emerged from the depths of darkness with newfound strength and determination. But what exactly happened that changed the course of her existence? Stay tuned as we unravel the extraordinary tale of resilience that will inspire you to embrace life's unexpected surprises. This episode is a must-listen for anyone seeking personal and professional growth. Brace yourself for a story that will leave you in awe! Visit https://www.gobeyondbarriers.com where you will find show notes and links to all the resources in this episode, including the best way to get in touch with Tiffani. Highlights: [02:48] What shaped Tiffani’s life and career [05:49] Succeeding on Wall Street without a college degree [07:23] Choose being respected over being liked [08:01] Making high-impact decisions [11:37] Reframing doubt as a strength [13:30] Attributes of a great team member [26:30] Recognizing and sharing your value [29:13] How to talk to the higher ups in your company [30:43] How Tiffani stays grounded every day [33:46] What Tiffani is most curious about now [40:12] Lightning round questions Quotes: “Gratitude is like the driving force of everything that you're going to do because what stands on top of that is humility and integrity and grace.” - Tiffani Potesta “You are only bound by limits of your own curiosity.” – Tiffani Potesta “Doubt is healthy because doubt makes us strive to do better. We need to reframe doubt as a strength, not a weakness.” - Tiffani Potesta “Being liked is a great thing to have, but respect actually carries so much more currency.” – Tiffani Potesta “It’s the fear of failure that actually creates an inability for us to move forward.” – Tiffani Potesta Lightning Round Questions: What book has greatly influenced you? - “The Coming Plague” by Laurie Garrett What is your favorite inspiring quote or saying? - Sometimes you’re the windshield, and sometimes you’re the bug. What is one word or moniker you would use to describe yourself? - Honest What is one change you've implemented that made your life better? - Active listening What power song would you want playing as you walk out onto a stage? - “Rise Up” by Andra Day About Tiffani Potesta: Tiffani Potesta is the Head of US Client Group and Chief Strategy Officer for North America at Schroders. As CSO, she has oversight responsibilities across the US client group strategy, marketing, product development, the sustainability initiative, data and client service. She drives business management and strategy, partnering with the CEO to prioritize and deliver regional plans and procedures to direct growth in North America. Prior to the CSO role, Tiffani was Chief Administrative Officer as well as Head of Distribution Strategy at Schroders. Prior to joining Schroders, Tiffani was Head of DCIO and Third Party Insurance at DWS Investments and Director of National Accounts at First Eagle Funds. Links: LinkedIn: https://www.linkedin.com/in/tiffani-potesta-a55b9a5/ Website: https://www.schroders.com/en/global/individual/
44:3613/09/2023
Episode 277: The Power of Partnerships with Daphne Kis, CEO of WorldQuant University
Daphne Kis, CEO of WorldQuant University, got her strong work ethic as a child of immigrant parents. Her mom always encouraged her to find a career path that was engaging. This provided her a guiding principle to find meaning in her work and to create a path and fill it. Daphne is a risk-taker. She believes we have to understand how much risk we are willing to take and be willing to make new mistakes all the time. In fact, we should make mistakes and then beg for forgiveness. For Daphne, patience breeds change, and being a change agent is critical. She talks about how data science is the means and not the end and why women are disproportionately represented in the field of analytics. Join us while Daphne has an interesting discussion with us about how the process is more important than the outcome. She shares her take on the paralysis that comes when faced with too many choices and the problem when needing to optimize every decision. Daphne also talks about the impact of economic insecurity and if a company really wants to retain employees, they should offer amazing health insurance! On a personal note, Daphne likes to build things. She’s a social person who enjoys partnerships with other people and sharing ideas with them. Learn more about how she turns everything off in order to stay grounded. Visit https://www.gobeyondbarriers.com where you will find show notes and links to all the resources in this episode, including the best way to get in touch with Daphne. Highlights: [02:07] Daphne’s background [06:11] Discovering her tolerance for risk [11:54] Resisting change [15:45] Advancing in data and technology [22:28] Gaining clarity on your purpose [29:13] Being a change agent [33:43] Future proofing [38:00] Risk taking [42:52] Assessing risks for making changes [45:42] Self care [49:02] Staying grounded [53:10] Lightning round questions Quotes: “Impatience breeds change.” – Daphne Kis “Data science is the 21st Century sociology.” – Daphne Kis “I am a bigger believer in the process than the outcome.” – Daphne Kis Lightning Round Questions: What book has greatly influenced you? - “Beloved” by Toni Morrison What is your favorite inspiring quote or saying? - It changes by the month.. What is one word or moniker you would use to describe yourself? - I come from kindness and generosity. What is one change you've implemented that made your life better? - Hiring a trainer. What power song would you want playing as you walk out onto a stage? - “We Are Family” by Sister Sledge About Daphne Kis: Daphne Kis is the CEO of WorldQuant University (WQU), the leader in global education for data sciences. WQU delivers entirely free, online programs that expand access to studies and credentials in data sciences. With its MSc program in Financial Engineering and Applied Data Science Lab, WQU serves more than 10,000 students in over 100 countries. As a dynamic entrepreneur, Kis has been at the forefront of identifying, chronicling, and transforming trends in technology, education, and business for decades. Passionate about global entrepreneurship opportunities, especially for women, Kis regularly mentors female founders, and serves on the advisory boards of the Quorum Initiative and Mindshift Capital. Links: Website: https://www.wqu.edu/ LinkedIn: https://www.linkedin.com/in/daphnekis/
58:0306/09/2023
Episode 276: Claiming Your Seat at the Head of the Table with Stacy Devine, CIO of RPTC
Stacy Devine knew from a young age that the field of finance was for her. While other kids were playing, she enjoyed balancing a budget. She even loaned her sister money and charged her interest. She later took an accounting class in school and was hooked. She pursued her CPA and started her career at Ernst & Young as a certified public accountant. Today, Stacy finds herself as the Chief Investment Officer of RPTC, a private trust company for a single family office in Chicago. With all of her accomplishments, it might be hard to believe that Stacy was always underestimated and had to prove herself over and over again. She took this as an opportunity to build her courage. She finds great strength from her solid network of support (including her husband and friends) to keep finding the courage to claim her seat at the table. When Stacy needs to make a decision, she always tries to discover what are the opposite opinions. She’ll seek out other points of view and then see how they affect her convictions. She also knows the importance of just stopping what she’s doing and having fun with her family because there will always be a million things to do. She has learned to give up on perfection to have more balance in her life. Join us as Stacy shares her wisdom as a leader in her field. Visit gobeyondbarriers.com, where you will find show notes and links to all the resources in this episode, including the best way to get in touch with Stacy. Highlights: [02:59] Stacy’s path to finance [08:47] Asking for what you deserve [14:23] Making important decisions [16:44] Creating an open environment for debate [18:30] Taking a break from work [22:59] Building relationships [27:42] Staying grounded [31:05] Continuing to grow professionally and personally [32:01] Lightning round questions Quotes: “Community has been essential throughout my career.” – Stacy Devine “It’s important for me to really see both sides of an argument and understand it, and then I can challenge my view to have much better convictions in the decisions I’m making.” – Stacy Devine “I’m basically an introvert pretending to be an extrovert.” – Stacy Devine Lightning Round Questions: What book has greatly influenced you? - “Cloud Cuckoo Land” by Anthony Doerr What is your favorite inspiring quote or saying? - What makes you different will make you stand out. You will be remembered. What is one word or moniker you would use to describe yourself? - Yin/yang. What is one change you've implemented that made your life better? - I stopped reaching for perfection. What power song would you want playing as you walk out onto a stage? - “Unstoppable” by Sia About Stacy Devine: Stacy Devine is the Chief Investment Officer of RPTC Inc, a private trust company for a single family office in Chicago. Prior to joining RPTC, Stacy was a Managing Director and Head of Investments for the Midwest and Canada Regions of Citi Private Bank, working with a range of ultra-high net worth families in the U.S., Canada and Asia. Before Citi, Stacy was an investment advisor at Barclays (Lehman) and a member of the Portfolio Advisory Group at Goldman Sachs, covering the Midwest region. Prior to her focus on ultra-high net worth individuals and family offices, Stacy was a senior sell-side equity analyst with Deutsche Bank and First Analysis Corporation, specializing in environmental and industrial service sectors. In this role, Stacy was ranked as Wall Street Journal’s #1 All-Star Analyst for two years running and was recognized in Institutional Investor’s 2001 All American Research Team. She started her career at Ernst & Young as a certified public accountant. Stacy holds a BS summa cum laude from Drake University and an MBA with honors from Kellogg Graduate School of Management. In the Chicago community, Stacy is a member of the Advisory Board for Invest for Kids. She is also a member of the CFA Institute and the CFA Society of Chicago. Links: LinkedIn: https://www.linkedin.com/in/stacy-devine-cfa-0259646/
36:3931/08/2023
Episode 275: The Power of Possibility: A Conversation with Tina Manikas
Meet Tina Manikas, President of the Tracy-Locke group of companies at Omnicom, a seasoned veteran in marketing and advertising, who shares profound insights from her career journey, promoting a message of empowerment and self-advocacy for women in the industry. A game-changer in the industry, Tina's story is anything but ordinary. A fortunate encounter sparked her interest in marketing during her college years, leading her to ambitiously climb the ladder and amass a wealth of experience, eventually becoming the President of Tracy-Locke. Throughout her journey, Tina championed two paramount ethos: self-promotion and the power of generosity. Tina advocates for individuals to be more proactive, stepping up as their most enthusiastic promoter and seizing opportunities to showcase their intrinsic worth. Complementing this self-belief, she extols the virtues of kindness and openness, underscored in the sharing of ideas and mutual uplifting within the industry. In this inspiring interview, women in marketing and advertising get a tangible blueprint on overcoming challenges, capitalizing on opportunities, and unlocking their boundless potential. Tina's story serves as a powerful reminder to women everywhere: Advocate for your own worth, actively search for opportunities, and maintain a mindset of persistent progression. Join Brooke Skinner Ricketts on an incredible ride, as she unravels Tina's empowering journey and learn how you too can tap into 'The Power of Possibility'. Highlights: [03:33] Tina’s background and path to advertising [07:53] What’s behind Tina’s strong work ethic [09:51] How to promote yourself and others [08:58] Being in a leadership position [14:33] Having inspiring mentors [13:23] Overcoming failures [16:29] Learning from every challenge [23:00] Gaining navigational skills [26:06] Making important decisions [28:38] Daily rituals that are grounding [32:49] Setting and achieving goals [34:32] Making priorities [35:56] Believing in yourself [39:46] Lightning round questions Quotes: “You've got to be your number one promoter, stand up for yourself, know your value, and orchestrate your own narrative.” - Tina Manikas “Realize that failure is a life lesson. Take time to heal, reflect on what could have been done differently, and use it as ammunition to succeed in the future.” - Tina Manikas “Focus on what really matters, prioritize, and give yourself the gift of focus.” - Tina Manikas “How can you be an entrepreneur inside companies?” – Tina Manikas Lightning Round Questions: What book has greatly influenced you? “The Art of the Pitch” by Peter Coughter What is your favorite inspiring quote or saying? What you put up with, you end up with. And, The truth to life is not getting what you want but wanting it after you get it.. What is one word or moniker you would use to describe yourself? Intrapreneur. What is one change you've implemented that made your life better? Understanding that there is luck in the world and there’s also putting yourself in the way of being lucky. What power song would you want playing as you walk out onto a stage? “Love Again” by Dua Lipa About Tina Manikas: Tina Manikas is a dynamic marketing executive and leader, known for her focus on vision and relentless pursuit of new strategies, capabilities, and solutions to grow brands and solve business problems. She recognizes that creativity, technology, and commerce can be harnessed to multiply business potential. Her appreciation for fostering a thriving team and culture underscores her knack for motivating, mentoring, and retaining diverse top talent, aligning individual passions with strategic opportunities. As President of the Tracy-Locke group of companies at Omnicom, Tina has developed and steered its Compelling Commerce platform which provides clients with industry-leading omni-commerce innovations and creative solutions that connect to culture and inspire people to buy into brands and buy products. This build business for clients that include Pepsi, Diageo, Lego, FedEx, Pizza Hut, P&G and Kellogg to name a few. Under her leadership, Tracy-Locke has soared, solidifying its position among the industry's most respected, and sought-after brand and commerce-building communications agencies with award-winning creative industry achievements that include Cannes Lions, Effies and ANA REGGIES. Prior to joining Tracy-Locke in 2021, Tina built a 23+ year career at FCB and Interpublic Group where she founded and led FCB/RED, an award-winning shopper, digital and commerce agency. Before FCB/RED she served as Global Retail Officer for FCB Global, and Chief Retail Marketing Officer at Draft Chicago. Her experience spans many industries and includes several industry “firsts”. Named Advertising Woman of the Year in 2019 by the Chicago Advertising Federation, Tina has earned numerous recognitions over the course of her career. They include Woman of Excellence award from the Path to Purchase Institute, the Retail leadership Award from the Asia Retail Congress, and President of the Jury for Activation for both Cannes Lions Festival of Creativity and Spikes Asia. As a speaker, advisor and faculty member of several global and US advertising industry forums, Tina continues to help shape the future of her industry and on the community front, she also serves on the boards of both the Off the Street Club, Chicago’s oldest boys and girls club, and the Chicago Foundation for Women. Tina is an advocate for equity, diversity and inclusion and was one of the original signers of #timesupadvertising and an early supporter of the Free the Bid initiative. A devoted wife and mom, Tina and her husband John have three children, including a daughter who is now in advertising. She also boasts 10 godchildren and an extended, big fat Greek family. Website: https://tracylocke.com/ LinkedIn: https://www.linkedin.com/in/tinamanikas/ Twitter: https://twitter.com/tinaman Instagram: https://www.instagram.com/tinamanik/
44:5217/08/2023
Episode 274: Driving Success Through Imposter Syndrome: A Candid Discussion with Natalie Dawson of Cardone Ventures
Ever feel like an impostor in your own success story? That's exactly the experience co-founder and partner of Cardone Ventures, Natalie Dawson, intricately navigated. She transformed this so-called 'imposter syndrome' into a secret weapon for success, thereby creating a compelling narrative of resilience and self-improvement. Navigating the challenging waters of a high-level leadership position at 23, falling in love with a man 25 years her senior and rejecting the stereotype of the 'trophy wife'—Natalie's journey is anything but conventional. She embodies an ethos of continuous learning and improvement with her favourite mantra, 'Google that shit'. Encouraging her team to tackle the unfamiliar with relentless curiosity is testament to her groundbreaking approach. An Amazon best-selling author, Natalie offers in-depth insight into her successful methodology in her book, 'TeamWork.' She shares wisdom on constructing efficient teams and embracing pressure as a privileged opportunity. Her take on mentorship is to keep queries specific and purposeful, rather than a vague 'can I pick your brain?' If you find your inner voice bombarding you with doubts, questioning your rightful position at the table, this powerful podcast will serve as an inspiring guide. Tune in, gain insights, and empower your journey with Natalie Dawson. Be sure to subscribe, share and leave us a review. Let's redefine success together! Visit gobeyondbarriers.com where you will find show notes and links to all the resources in this episode, including the best way to get in touch with Natalie. Highlights: [02:55] Natalie’s career path and discovering her value [08:22] Leaning into who you are [08:25] Embracing and communicating your value [13:24] Overcoming limiting beliefs [16:56] Facing tasks you’ve never done before [19:35] How Natalie stays ahead [19:01] The secret of teamwork [21:36] Asking for and dealing with feedback [24:41] Leveraging your community [27:43] Aligning teams with business objectives [30:53] Advice to young professionals who want to pivot in their careers [36:09] Lightning round questions Quotes: “My biggest fear was imposter syndrome, and the way I got over it was I really didn’t have a choice.” – Natalie Dawson “When you become great at something, you love that thing because you’re rewarded for being great.” – Natalie Dawson “Pressure is a privilege.” – Natalie Dawson Lightning Round Questions: What book has greatly influenced you? - “Beyond Positive Thinking” by Robert Anthony What is your favorite inspiring quote or saying? - "Success is my duty.” by Grant Cardone What is one word or moniker you would use to describe yourself? - Passionate What is one change you've implemented that made your life better? - Going to bed at 9:30 and using the Super Human app for emails. What power song would you want playing as you walk out onto a stage? - "Peaches” by Justin Bieber About Natalie Dawson: Natalie Dawson is an expert in developing people and building scalable teams. She has interviewed, hired, trained, and led thousands of employees over the course of her career, most recently as Co-Founder and Partner of Cardone Ventures, a management consulting, joint ventures, and private equity firm that helps business owners achieve their personal, professional, and financial goals through the growth of their business. With no cost of capital, no outside investment, in 30 months Cardone Ventures has generated 60 million in revenue and over 30 million in EBITDA. Natalie is responsible for the operations and finding, hiring, aligning, developing and retaining the team that allows the business to scale profitably. Having attended the London School of Economics, Natalie uses her unique blend of operational and financial skill sets to align employees with the business objectives--for measurable returns on investment. She is a #1 Amazon best seller for her book “TeamWork” which details exactly how she has built a highly engaged, highly aligned, high performance team in order to accommodate the business opportunity and growth. Links: Natalies Instagram Natalies Tik Tok Natalies Website Natalies Twitter Natalies "WorkWoman" Podcast Cardone Ventures Events Page
40:0909/08/2023
Episode 273: A Journey of Risks, Rewards & Balance with Robin Wheeler, Chief Revenue Officer at Fetch
"Remember, ‘Life is not a dress rehearsal’." This vital fatherly wisdom from Robin Wheeler’s childhood resonates in each step of her successful journey. As the Chief Revenue Officer at Fetch, Robin lives by this credo, becoming a risk-taker who skillfully transforms every challenge into an opportunity. She unveils her exceptional journey navigating significant roles at industry powerhouses such as People Magazine, AOL, Twitter, and intricately weaves a narrative of how her success required a move across the country to integrate her career with her personal life. Robin brings to light the critical elements of her success, primarily her daring choice of venturing into the less-traveled path and embracing challenges outside her comfort zone. She identified her super power for connecting with people and influencing through sales. With an unwavering belief in her value, she recomposes our understanding of self-worth: trusting ourselves and knowing the remarkable skills we bring to the table. This episode untangles the bustling knitting of a thriving career and mothering twins. Hear from Robin herself about her effective strategies surrounding work-life integration and the importance she assigns to downtime expectations. Visit gobeyondbarriers.com where you will find show notes and links to all the resources in this episode, including the best way to get in touch with Robin. Highlights: [03:03] Robin’s background and path to Twitter [08:51] Adapting & evolving [11:45] Knowing your strengths [14:37] Leveraging your community [19:22] How to make decisions and avoiding analysis paralysis [22:52] Work/life integration [27:37] Lightning round questions Quotes: “People are at the heart of sales.” – Robin Wheeler “You have to trust the value that you’re bringing and know that you belong in that role.” – Robin Wheeler “If work/life balance means you have to take a step back, that doesn’t mean you’re failing, that doesn’t mean you’re not growing, it just means that’s what’s right for you at the moment.” – Robin Wheeler Lightning Round Questions: What book has greatly influenced you? - “Mindset: The New Psychology of Success” by Carol Dweck What is your favorite inspiring quote or saying? - "Life is not a dress rehearsal.” And “Mind over matter, anything is achievable.” And “Comparison is the thief of joy.” What is one word or moniker you would use to describe yourself? - Authentic What is one change you've implemented that made your life better? - Getting outside at least once a day. What power song would you want playing as you walk out onto a stage? - "Confident” by Demi Lovato About Robin Wheeler: Robin Wheeler is a strategic and inspirational Global leader with over 20 years of experience leading revenue teams. She has a strong track record of building high performing teams from the ground up and leading existing teams through change and turnarounds. A data driven decision maker, Robin is adept at successfully navigating the challenges of fast paced and constantly evolving industries in order to drive results. Robin currently serves as the Chief Revenue Officer at Fetch, a consumer engagement and rewards platform. In her role she oversees the sales team and partners with the biggest names across consumer packaged goods, retail and restaurants to help them leverage Fetch’s unique data and engaged user base to drive measurable results for their businesses. Prior to Fetch, Robin spent 11 years at Twitter where she held various leadership roles throughout that tenure. In addition to overseeing the Consumer Packaged Goods team and the Technology and Telecom team, Robin also launched a new division targeted at mid-market businesses. Robin also spent time as the Global Head of MoPub, Twitter’s mobile app monetization platform, overseeing the Supply Team, the Demand Team, Marketing, Analytics and Operations in the US, UK, Japan, Singapore and Dublin. Robin also served as Twitter’s Vice President, US Client Solutions, where she oversaw the team that serviced the largest brands all the way through to the Customer Success team who onboarded new small businesses. Prior to Twitter, Robin worked for AOL, Time Inc and US News and World Report and started her career on the agency side at TBWA\Chiat\Day LA where she worked on the Apple business. Robin also sits on the board of Sliide, a mobile technology company, based in the UK. Robin holds a Bachelor of Arts from Villanova University. When Robin isn’t working she loves spending time traveling with her family, snowboarding, hiking with her dogs and working out at F45. She resides in the Bay Area in Northern California with her husband and twin teenage daughters. Links: LinkedIn: https://www.linkedin.com/in/robin-partenheimer-wheeler/ Twitter: https://twitter.com/robinw
32:2102/08/2023
Episode 272: Mastering the Art of Resilience with The RealReal COO Rati Sahi Lavesque
Meet Rati Sahi Levesque, President and Chief Operating Officer at The RealReal. Rati worked with her co-founder Julie Wainwright to grow the business from the ground up, all the way to taking the company public in 2019, while fundamentally transforming the retail industry. Rati’s journey is a true testament to resilience. Raised in a hardworking environment, her entrepreneurial spirit was nurtured from a young age as she observed her parents deal with the demands of being small business owners. Rati faced her own challenges as she strived to reconcile her dual identity - as an American and as the child of Indian immigrants. These life experiences gave birth to her tenacity, forcing her to adapt quickly and constantly push the boundaries - whether it was dealing with rejection by investors, learning to level up as a leader in fast growing business, or making timely and tough decisions on a daily basis. Tune in and learn from Rati’s extraordinary journey of defying the odds and building a thriving business with over 32M members. In this episode, you will uncover the secret to making effective trade-offs in the face of complex problems, and how resilience triggers personal growth and drives success despite challenges. Visit gobeyondbarriers.com, where you will find show notes and links to all the resources in this episode, including the best way to get in touch with Rati. Highlights: [03:02] What shaped Rati [07:43] Early career clarity [11:19] Knowing your value [14:30] Obstacles and fears Rati has overcome [17:33] Staying focused during volatile times and during setbacks [20:37] Making key decisions [23:30] The type of people that make you better [27:14] Getting by early on [28:29] Shifting to lead a larger organization [33:38] Having mostly female employees [35:55] Top 3 things to focus on [37:13] Rati’s company’s vision and how it drives their values [33:16] Building key business relationships [44:47] Lightning round questions Quotes: “Have a bias toward action.” – Rati Sahi Levesque “If you’re not staying up at night thinking “Oh I really wish we could do this one thing for ourselves”, then you’re not making trade offs.” – Rati Sahi Levesque “Sometimes you have to go on that journey of self-discovery to find your group, your people, and build resilience.” - Rati Sahi Lavesque “Being honest with yourself is the key to personal growth and success.” - Rati Sahi Lavesque “Believe in your vision, lead with data, and push through barriers to achieve your goals.” - Rati Sahi Lavesque Lightning Round Questions: What book has greatly influenced you? - “Circe” by Madeline Miller What is your favorite inspiring quote or saying? - "Between stimulus and response, there’s space, and that space is our power to choose our response, and in our response lies our growth and our freedom.” What is one word or moniker you would use to describe yourself? - Resilient What is one change you've implemented that made your life better? - Little things like sleeping, taking walks, or getting a massage. What power song would you want playing as you walk out onto a stage? - Anything by M.I.A. About Rati Sahi Levesque: As President and Chief Operating Officer, Rati oversees the company’s revenue channels and operations, including its rigorous authentication process, machine learning and AI tech developments, its operation centers and retail footprints, its team of master authenticators and experts, as well as its marketing and merchandising functions. In her tenure, Rati has developed a playbook when it comes to resale, helping teams including merchandising, operations, sales, retail and marketing understand how to leverage technology to scale TRR through all of its functions and channels. She has leveraged technology to lead the company to where it is today, helping to attract 32.5M+ members, keep 32.7M+ luxury items in circulation, and pay a total of more than $3.4B in cumulative commission payouts. Links: LinkedIn: https://www.linkedin.com/in/rati-sahi-levesque-782b824/ Instagram: https://www.instagram.com/therealrati/
51:4726/07/2023
Episode 271: Tapping Into Your Passion with Theresa Ludvigson, SVP of People at Qualified
It can be challenging to balance personal authenticity with professional boundaries, but it's crucial for our overall well-being. A rewarding work-life involves authenticity, tapping into our passions, and finding the right support. In this interview, you’ll meet Theresa Ludvigson, Senior Vice President of People at Qualified, the #1 pipeline generation platform for Salesforce, where Theresa previously held multiple management positions. Theresa enthusiastically shares stories from her past experiences. She discusses the challenges of learning new skills when switching jobs and the importance of staying true to who you are. You’ll love her honesty, optimism, and electrifying energy. Theresa loves helping and coaching others and finding the right support to achieve that. Visit https://www.gobeyondbarriers.com/ where you will find show notes and links to all the resources in this episode, including the best way to get in touch with Theresa. Highlights: [02:22] Theresa’s career path [04:46] Overcoming fears and limiting beliefs [10:09] How to ask others for support [13:20] Tapping into your passion [15:59] Staying ahead of the curve [18:15] Knowing your limits and saying no [21:02] Leading by example [22:36] How to integrate work with life [25:25] Finding mentors & building relationships [28:20] Finding clarity and direction in the workplace [31:22] Creating and promoting your personal brand [33:16] Lightning round questions [37:46] Where to find Theresa online Quotes: “Simply asking ‘Hey, how can I support you?’ opens up the door and allows an individual to share how you can best help them.” – Theresa Ludvigson “Leading with transparency and authenticity is key.” – Theresa Ludvigson Lightning Round Questions: What book has greatly influenced you? - Anne of Green Gables by L.M. Montgomery What is your favorite inspiring quote or saying? - “Surround yourself with only people who are going to lift you higher.” - Oprah Winfrey What is one word or moniker you would use to describe yourself? - So Glam What is one change you've implanted that made your life better? - Caffeine to fuel my energy. What power song would you want playing as you walk out onto a stage? - “Hollaback Girl” by Gwen Stefani About Theresa Ludvigson: Theresa Ludvigson is the Senior Vice President of People at Qualified, the #1 pipeline generation platform for Salesforce. She joined the company in January of 2022 and leads Qualified's overall people experience strategy, which includes talent acquisition, leadership development, diversity and inclusion, compensation and benefits, HR operations and technology, and employee relations. Under her leadership, she’s created a team of employee-focused culture champions that touch every point of the employee lifecycle, and help Qualified employees feel empowered to do their best work while inspiring each other to learn and grow. Prior to Qualified, Theresa led global new hire onboarding, employee loyalty programs, and the alumni network as Vice President, Global Onboarding and Loyalty Programs at Salesforce. She also held positions in Talent Development, Employee Engagement, Sales Effectiveness, Customer Marketing, and Sales while at Salesforce. Theresa holds degrees in Journalism and Ethnic Studies from California Polytechnic State University, San Luis Obispo and lives in the San Francisco Bay Area with her two sons. Links: Website: https://www.qualified.com/ LinkedIn: https://www.linkedin.com/in/tludvigson/ Twitter: https://twitter.com/tludvigs
38:4919/07/2023
Episode 270: Career Advancement 101: The Power of Mentors and Sponsors with Citi’s Erika Irish Brown
With a remarkable career journey that began in investment banking, Erika Irish Brown, Citi’s Chief Diversity, Equity, and Inclusion Officer and Global Head of Talent, shares how seeking guidance and sponsorship from unlikely sources propelled her career, inspiring young professionals to overcome barriers and find success in their own way. As a lifelong learner and dedicated advocate for giving back, Erika understands the importance of mentorship and sponsorship in achieving professional success. Hailing from a Caribbean family in Brooklyn, Erika's educational background and commitment to lifting up community have played key roles in shaping her successful career journey. In fact, she was brought up with the saying, "To whom much is given, much is required". As a successful professional in the world of investment banking, Erika Irish Brown knew that something was missing. She wanted to leave a lasting legacy and make a difference in the lives of others, particularly those with diverse backgrounds. This desire led her to take a leap of faith and transition into the world of diversity, equity, and inclusion, even before it became a recognized field. Along the way, Erika discovered the immense value of mentorship and the powerful role that sponsors play in supporting one's career growth. By harnessing the wisdom and guidance of these influential figures, Erika was able to unlock her full potential and create a lasting impact in her field. Join us to hear more about Erika’s inspiring story. Visit gobeyondbarriers.com where you will find show notes and links to all the resources in this episode, including the best way to get in touch with Erika. Highlights: [02:43] Erika’s path to success and what she’s learned along the way [10:19] Mentors & sponsors [18:13] Mentor relationships take work [18:15] Moving into the DEI space [25:26] Acculturating & embracing authenticity [29:40] Making hard decisions [33:58] Lightning round questions Quotes: "I started to be more successful when I started to use my voice and be my authentic self."– Erika Irish Brown “If you don’t ask, you don’t get.” – Erika Irish Brown "Nobody does it on their own and unfortunately, very often women and people of color are reluctant to ask for help because they view it as a sign of weakness or perhaps that they are less than." – Erika Irish Brown “Once you’ve had a track record of success, you can gain traction, and success begets success.” – Erika Irish Brown "I always felt like there was a business case for diversity from what I had experienced early on and approached it like a business." - Erika Irish Brown Lightning Round Questions: What book has greatly influenced you? - “Becoming” by Michelle Obama What is your favorite inspiring quote or saying? - “Service is the rent we pay for the privilege of living on this earth.” – Shirley Chisolm What is one word or moniker you would use to describe yourself? - Resilient & tenacious What is one change you've implemented that made your life better? - Working out almost every day, no matter what. What power song would you want playing as you walk out onto a stage? - "I’m Every Woman” by Chaka Khan or “Brooklyn Go Hard” by Jay-Z About Erika Irish Brown: Erika is Citi’s Chief Diversity, Equity and Inclusion Officer and Global Head of Talent, responsible for developing global diversity, equity and inclusion strategy and driving Citi’s agenda on talent planning, succession planning and leadership development. Prior to joining Citi, Erika was Chief Diversity Officer at Goldman Sachs from 2018 to 2021 and Global Head of Diversity and Inclusion at Bloomberg from 2015 to 2018. Prior to this, she led executive and diversity hiring efforts at Bank of America and Lehman Brothers. Erika's background includes a range of banking and finance roles, including Head of Business Development for Black Entertainment Television, Senior Associate in High Yield Capital Markets at Morgan Stanley and Senior Policy Analyst for Domestic Finance for the United States Department of the Treasury. She began her career as an Analyst in Public Finance at Lehman Brothers. Erika is Vice Chair of the Bedford Stuyvesant Restoration Corporation and serves on the Boards of Columbia Business School and the Riverside Hawks. Erika earned a BS in Economics from the State University of New York at Albany and an MBA from Columbia Business School. Links: LinkedIn: https://www.linkedin.com/in/erikairishbrown/
38:2612/07/2023
Episode 269: Discover Your Voice: Overcoming Barriers to Effective Communication - Jessica Doyle Mekkes
This conversation features the charismatic Jessica Doyle-Mekkes, a woman on a mission to transform women's approach towards public speaking. Rooted in her background as a performer and the head of East Carolina University's Musical Theater program, Jessica's unique insights aid women in breaking through traditional communication barriers. Her engaging work showcases the critical connection between performance anxiety in the arts and public speaking, offering women much-needed tactics to overcome fears, boost their confidence, and amplify their voices without fail. A seasoned performer and vocal coach, Jessica found a new passion in empowering women through their voices. Encouraged by the brilliant women in her life, Jessica embarked on a journey to help others articulate their needs and tackle tough conversations confidently. Her unique approach was shaped by her years of experience in the arts, her knowledge of voice research, and her work in combating performance anxiety. Jessica believes that the power of one's voice lies in muscular strength and proper hydration. Her emphasis on practical techniques like focusing on breath, maintaining abdominal flexibility, and preparing for different situations, has proved to be a real game-changer for many women, helping them reclaim their voice and use it more fearlessly. If you’re struggling with using your voice and looking for practical insights, this podcast is for you. Visit gobeyondbarriers.com where you will find show notes and links to all the resources in this episode, including the best way to get in touch with Jessica. Highlights: [02:38] Jessica’s journey and how she became an author [07:32] The power of your voice ad how to train and use it [13:05] How to address voice quivers [16:57] Overcoming stage fright [21:12] How to empower yourself when things don’t go right [26:01] Habits of success [31:47] Mentors, sponsors, and building strategic relationships [35:39] Lightning round questions Quotes: “A voice is something we all have.” – Jessica Doyle-Mekkes “The voice itself is largely made up of skeletal muscle, the same muscle we work in the gym, and so it can be trained.” – Jessica Doyle-Mekkes “Taking a pause or taking a breath is the ultimate opportunity to reset.” – Jessica Doyle-Mekkes “Don’t burn bridges, ever.” – Jessica Doyle-Mekkes Lightning Round Questions: What book has greatly influenced you? - “The New Science of Learning How to Learn in Harmony with Your Brain” by Terry Doyle (my dad) and Todd Zakrajsek What is your favorite inspiring quote or saying? - "I’m not good, I’m not nice, I’m just right." – Stephen Sondheim (Into the Woods) - “When opportunity knocks, answer the door, even if you’re in your bathrobe.” – Dolly Parton What is one word or moniker you would use to describe yourself? - Appassionato (musical term that means passion) What is one change you've implemented that made your life better? - Getting up early. What power song would you want playing as you walk out onto a stage? - "Roar” by Katy Perry About Jessica Doyle-Mekkes: Jessica Doyle-Mekkes is the Head of Musical Theatre at East Carolina University where she has taught voice and vocal pedagogy since 2017. Jessica has spent the last 15 years studying the human voice and working as a vocal coach for actors, singers, and public speakers. An internationally published writer and sought after clinician, her debut book, I’m Speaking: every woman’s guide to finding your voice & using it fearlessly comes out October 2023 from Rowman & Littlefield and was recently listed as one of the publisher’s most anticipated titles of 2023 with women at their forefront. Jessica works as a speaker, advisor, and clinician to individuals, groups, NGO’s and businesses small and large teaching women how to harness the power of their voices: in their heads & out of their mouths. “I don’t believe in lowering the pitch of a woman's voice so she can be heard on a microphone that was made for a man. I don't believe that the natural sound of a woman's voice makes her sound 'annoying' or 'unintelligent.' I do believe that all women are capable, by making small, specific changes, to speak in a way that both reflects who she is and commands a room.” – Jessica Doyle-Mekkes Jessica lives in Greenville, NC with her husband Don, their daughters Tallulah and Jolie, and a codependent chihuahua named Sebastian. Links: LinkedIn: https://www.linkedin.com/in/jessicadoyle-mekkes/
41:4229/06/2023
Episode 268: From Competition to Collaboration: Caroline Miller on How Women Can Support Each Other to Achieve Success
Welcome to a powerful episode that dives deep into the world of grit, goal-setting, and uplifting female relationships. Our guest, Caroline Miller, is no stranger to overcoming challenges, including overcoming bulimia during her teenage years, which was fueled by the immense pressure she faced due to her family's emphasis on excellence. In this captivating conversation, Caroline shares her insights on why women sometimes struggle to support each other, the impact of "mean girls," and how to identify a "frenemy." Caroline's expertise draws from extensive research and real-world experience, spanning from Wall Street to prestigious schools. She offers a fresh perspective on self-promotion and reveals the hidden lessons we can learn from a unique tribe of women in southwest China. Join us for this inspiring and eye-opening journey as we explore the intricacies of female dynamics, tackle the challenges of mean girls and frenemies, and unlock the secrets to becoming empowering leaders. Don't miss out on this opportunity to transform your relationships and elevate your potential. Visit gobeyondbarriers.com where you will find show notes and links to all the resources in this episode, including the best way to get in touch with Caroline. Highlights: [02:55] Caroline’s background [08:08] Leveraging your networks [17:57] Women supporting women [22:30] Realizing who will support you [27:55] Self-promotion [34:47] Unconscious envy of others and pruning your friends [39:08] Lightning round questions Quotes: “To stop dying alone, we have to start living together.” – Caroline Miller “If you amplify the good news, success, or big idea of another woman, and do it with witnesses, that’s when there is real evidence that you are that woman who walks the walk.” – Caroline Miller “When someone you know gets something you wish you had, overcome that twinge of envy and say, ‘That’s great, tell me more.’” – Caroline Miller "Set hard goals, overcome obstacles, and help other people to accomplish goals."– Caroline Miller "Most people think that we're going to see time travel before we see gender parity. That's insane."– Caroline Miller Lightning Round Questions: What book has greatly influenced you? - “Little Women” by Louisa May Alcott and“CEO Excellence: The Six Mindsets That Distinguish the Best Leaders from the Rest” by Carolyn Dewar, Scott Keller, and Vikram Malhotra What is your favorite inspiring quote or saying? - "You can’t keep what you don’t give away.” What is one word or moniker you would use to describe yourself? - Fun What is one change you've implemented that made your life better? - When I hear about another woman’s success, I’ve trained myself to be happy and enthusiastic about it, and now it’s the most natural behavior in my life. What power song would you want playing as you walk out onto a stage? - "I Am Woman” by Helen Reddy About Caroline Miller: Caroline is one of the world’s leading positive psychology experts on Goals & Grit TM. Caroline is passionate about helping people get more grit, achieve their goals, and find happiness. She’s spent more than 30 years helping individuals, leaders, and companies cultivate grit, one of the top indicators of success and flourishing. Caroline is the author of eight books, including global bestsellers Getting Grit, Creating Your Best Life, and My Name is Caroline. Live Happy Magazine named Creating Your Best Life one of the top 10 goal-setting books ever published and Getting Grit one of the 10 books that would change your life in 2017. Lifehack ranked Creating Your Best Life as the #1 goal accomplishment book of all time in 2019. Caroline’s work has been featured in hundreds of magazines, newspapers, and other media worldwide including BBC World News, The New York Times, The Washington Post, NBC, NPR, and CNN. Angela Duckworth, the winner of the 2013 MacArthur Genius grant for her research on grit, said of Caroline: “I don't know anybody who has thought more than [Caroline] about how to apply the scientific research on grit and achievement to our own lives!" Caroline has worked with clients worldwide, including Morgan Stanley, lululemon, The Wharton School/UPENN, RE/MAX, Booz Allen, Young Presidents’ Organization, Harvard Law School, Blizzard Entertainment, ScanSource, Coldwell Banker, and Swisse Wellness. Caroline has a Masters of Applied Positive Psychology from the University of Pennsylvania, and she graduated magna cum laude from Harvard University. Links: Website: https://www.carolinemiller.com/ LinkedIn: https://www.linkedin.com/in/carolineadamsmiller/
45:5114/06/2023
Episode 267: Dr. Virnitia Dixon: Embracing Risk, Learning, and Growth for Success
Get ready to be inspired by Dr. Virnitia Dixon, a powerhouse in the world of diversity, equity, and inclusion. With a background in insurance and strategy, Virnitia has spent her career helping organizations extract potential and build high-performing teams. After realizing her true passion for people and culture, she pursued her doctorate in organizational leadership and later transitioned into her current role as Chief Diversity Officer at Santander. Virnitia's unique approach to DEI emphasizes the power of human connection and community, making her a key voice in the industry. Dr. Dixon introduces and discusses the SAM model (Sponsorship, Advocacy, and Mentorship), explaining that each element carries its distinct importance in career advancement. Through mentorship programs focused on skill development, career and cultural navigation in advocacy, and social capital investment in sponsorship, individuals can maximize their opportunities for growth and success. Don't miss the chance to learn from her insights on continuous growth and success in today's world, taking risks and leading with passion and purpose to create human connections and bridge the gaps in our society. Visit gobeyondbarriers.com where you will find show notes and links to all the resources in this episode, including the best way to get in touch with Virnitia. Highlights: [02:38] Virnitia’s background [08:10] Weighing risk vs. reward and saying yes [10:45] Continuing to learn [14:38] Building a community [18:31] Finding mentors and sponsors [23:43] Accepting feedback and listening to others’ truth about you [28:52] Mindset and tapping into your authentic self [32:14] Introspection and learning about yourself [35:33] Lightning round questions Quotes: “Building bridges between people is the core of inclusion.” – Dr. Virnitia Dixon “For me to be authentic and vulnerable, and share with you who I am, it opens the floor for you to do the same, and that’s how we create community.” – Dr. Virnitia Dixon “The time in contemplation with oneself really helps us connect with others.” – Dr. Virnitia Dixon Lightning Round Questions: What book has greatly influenced you? - “Good is Not Enough: And Other Unwritten Rules for Minority Professionals” by Keith R. Wyche What is your favorite inspiring quote or saying? - Good better best. Never let it rest. Until your good is better and your better is best. What is one word or moniker you would use to describe yourself? - Blessed (and privileged to serve) What is one change you've implemented that made your life better? - Understanding it’s the journey and not the destination. Knowing myself. Having a balance of confidence and humility. What power song would you want playing as you walk out onto a stage? - "Unwritten” by Natasha Bedingfield About Dr. Virnitia Dixon: Dr. Virnitia Dixon is the Chief Diversity Officer and Head of the Diversity, Equity, and Inclusion Office at Santander US. Prior to joining Santander, Dr. Dixon was an executive coach and consultant working with Fortune 500 senior executives to transform corporate culture through leadership development, organizational effectiveness, and diversity, equity, and inclusion. Her background is primarily in financial services, where she previously held roles as a Corporate VP of Strategy for New York Life and VP of Operations for Travelers Property Casualty. Dr. Dixon is an Institute for Professional Excellence in Coaching (IPEC) certified professional coach and holds a Doctorate of Management in Organizational Leadership from the University of Phoenix, a Masters of Business Administration in Management, and a Bachelor of Science in Legal Studies, both from the University of Hartford. A world traveler, patent-holder, speaker, and innovator, Dr. Hendricks is most proud of her work in the community where she supports charities focused on ensuring basic human needs. Dr. Dixon's life mission is "to be a blessing to the lives of many, one person at a time." Links: LinkedIn URL: https://www.linkedin.com/in/dr-virnitia-j-hendricks/
42:5207/06/2023
Episode 266: Where Competition Meets EQ: Jennifer des Groseilliers, Partner and Chief Experience at WestPoint Financial Group
As a former Division 1 basketball captain, Jennifer learned leadership and resilience, skills she took with her as she pursued her law degree and eventually, her career in financial planning. Starting out as an advisor to others, Jen eventually formed, ran and sold her very successful practice. She is now the Chief Experience Officer and Partner at WestPoint Financial group, one of the largest advisory firms in the midwest. Jennifer loves to solve problems and she loves getting to know the people she works with, mostly so that she can help them succeed. In this podcast, Jennifer emphasizes the importance of emotional intelligence and managing your emotions at work. She talks about how vital patience and resilience are to being a good employee. But Jennifer’s ultimate superpower? Her competitive nature. She says her athletic background has helped her deal with the complexity of her career. On a personal note, Jennifer has had challenges with her health that led her to making self-care a priority. She balances pushing herself and meeting her goals with getting plenty of sleep and exercise. She doesn’t really believe in work/life balance but rather finding a perfect imbalance. This podcast is a wealth of insight and inspiration we’ve just touched on here, so join us as Jennifer shares her wisdom with us in this podcast. Highlights: [03:35] Jennifer’s professional timeline [07:28] What she’s learned at work to be a better mom [08:24] Lessons learned [11:51] What to do when you get knocked down [13:27] Her super power: competitiveness [15:19] Division 1 background in basketball [18:18] Great advice about being an introvert [19:50] Importance of community [22:31] The key to gaining clarity about career [24:23] Being goal oriented [26:15] What she wants her kids to know [28:53] Jennifer’s daily habits [30:11] Taking risks [31:37] Forming a personal cabinet [33:46] Modern communication and relationships [35:50] Overcoming fears and limiting beliefs [38:42] A typical day in Jennifer’s life [41:51] Finding mentors and sponsors [45:24] Looking back and moving forward [48:04] Lightning Round Questions Quotes: “I always think, what else can we do better?” – Jennifer des Groseilliers “Community develops over time because you have common interests and common activities you want to do together.” – Jennifer des Groseilliers “I have discovered for myself there is no work-life balance. There’s just perfect imbalance at any given time.” – Jennifer des Groseilliers Lightning Round Questions: What book has greatly influenced you? - “Fast. Feast. Repeat.” by Gin Stephens What is your favorite inspiring quote or saying? - "Left foot, right foot, breathe, repeat." Pat Summitt What is one word or moniker you would use to describe yourself? - Competitive What is one change you've implemented that made your life better? - Intermittent fasting. What power song would you want playing as you walk out onto a stage? - "No Roots" by Alice Merton About Jennifer des Groseilliers: Jennifer des Groseilliers has achieved many of her life goals, yet she has found her greatest success in helping others. A lawyer, award-winning financial service provider, wife, mother of three, and former Division 1 basketball captain, Jen is most proud of knowing that she has motivated and inspired others to succeed. After practicing law for three years, Jen was drawn to financial planning as a way to make a positive impact on people’s lives. In 2001, she joined Ameriprise and discovered that her legal training provided her with keen insights into financial markets, tax ramifications of financial decisions, and financial planning strategies. She quickly distinguished herself as a top financial advisor. The coaching and motivational skills she discovered as an athlete translated to business, and soon she was helping other advisors achieve similar success. Fast-forward to today, Jennifer is now a Partner at WestPoint Financial Group (WPFG). She leads the Investment Department, Compliance, Practice Development and Financial Planning. Jen is also the owner of Comprehensive Financial Concepts (CFC), which is a Property and Casualty specialty company located in the greater Chicagoland area. Her experience as CEO & General Agent of Mass Mutual Illinois Agency, helped propel her into her current role when three independent financial services firms operating as general agencies of MassMutual announced they merged to into WestPoint Financial Group. This created one of the largest insurance and wealth management firms in the Midwest. The firm’s strength and differentiator lie in the diverse backgrounds, experience and specializations of its 400+ financial service representatives and an unwavering commitment to delivering exceptional client service. Relentless in pursuing her vision of being an inspiring leader, Jen seeks those who share in her core values: integrity, intelligence, work ethic, and inclusivity. Her top priority is to foster an environment where her team have the support, guidance, and tools necessary to succeed. In doing so, she has built a culture that values diversity, excellence and collaboration. Jen’s capabilities as both a financial advisor and leader have won her the accolades of clients, company representatives, and industry experts. She is a cum laude graduate of the New England School of Law and received her Bachelor of Arts from State University of New York Buffalo. Jennifer also holds Series 7, 24, 66, 4 and 51 FINRA licenses. Jen and her spouse live in Glenview, Illinois with their three children. She enjoys hot yoga, biking, cooking and making memories with her family. Links: LinkedIn URL: https://www.linkedin.com/in/jenniferadesgroseilliers/
54:3031/05/2023
Episode 265: Don’t Be Perfect, Be Brave with Jen Coffey, Global Head of Immersive Learning
Jen Coffey is a risk taker. Getting her start in event planning, she worked her way into leading training and eventually developing training for Accenture. She is a Co-Head of Immersive Learning, a group which helps Accenture’s clients think about how they use technology to dimensionalize and deepen customer and employee learning experiences. Like most of us, Jen has encountered imposter syndrome. In those moments, she found strength and fortitude from her network and personal board of directors who have been positive forces in her life. Jen believes it’s important to have people in your life that push you to be better. Jen works hard to create an impact by showing others the value she sees in them. She thinks we all need to speak up and voice our ideas rather than sit back and not make any waves. Jen’s favorite quote is, ‘Bravery over perfection’. Jen herself makes brave decisions regardless of what people say. If you’re feeling a little timid and don’t know what your next step should be, this podcast with Jen Coffey is for you. Visit gobeyondbarriers.com where you will find show notes and links to all the resources in this episode, including the best way to get in touch with Jen. Highlights: [01:56] Jen Coffey’s background [05:28] What Jen’s learned so far [07:52] How she has pushed through limiting beliefs [11:58] How she formed her personal board of directors [15:58] Jen’s journey to leadership [19:37] Setting and achieving goals [23:23] The importance of confidence [26:06] How Jen stays grounded [29:22] Taking risks [33:25] Diversity, Equity, and Inclusion and the Metaverse [39:40] What Jen wants her kids to know [42:39] Lightning round questions Quotes: “It takes a village to make things happen, and the only way to have that village is if you really foster those networks and connections that you have.” – Jen Coffey “It’s important to remember that your board of directors is super diverse.” – Jen Coffey “To me, journaling is the best way to get things out in a really eloquent way.” – Jen Coffey “It’s all about being brave and not being perfect.” – Jen Coffey Lightning Round Questions: What book has greatly influenced you? - “The Five Love Languages” by Gary Chapman What is your favorite inspiring quote or saying? - I am the pilot of my own airplane, I do not work in baggage claim. (Not taking on other’s emotions.) What is one word or moniker you would use to describe yourself? - Passionate What is one change you've implemented that made your life better? - Significantly cutting out sugar. What power song would you want playing as you walk out onto a stage? - "Girl on Fire” by Alicia Keys About Jen Coffey: Jen Coffey Co-Leads Accenture’s Global Immersive Learning practice, helping shape how clients leverage the latest technologies to create immersive, memorable and more durable learning experiences - for their people and their customers. She is also a Career Coach, Voiceover Artist, EQ Coach/Facilitator, Certified Scrum Master and Agile Coach. With over a decade at Accenture, Jen has deep experience in learning, developing people and teams and is passionate about leadership development, psychology, theatre, music and writing. She lives outside of Chicago with her partner, two kids and two dogs. Links: LinkedIn URL: https://www.linkedin.com/in/jen-coffey-97a4a5a0/
48:2624/05/2023
Episode 264: Fearless Pursuits & Unwavering Determination with Mou Dasgupta, Founder & CEO of Brook37 The Atelier
Discover the power of optimism, perseverance, and relentless determination in this inspiring conversation with Mou Dasgupta. As the Founder and CEO of Brook37 The Atelier (uh·teh·lee·ay), an innovative American tea brand, Mou has overcome numerous obstacles on her journey to success. Born in India, she didn't learn English until she was 18 years old, yet went on to study physics and computer science before landing in the finance industry. Facing the challenges of being a single mom with a demanding career, Mou courageously attempted to leave her job at JP Morgan three times before finally succeeding in pursuing her passion for tea production. Mou's corporate background has been invaluable in navigating the challenges of starting a business. Throughout her entrepreneurial journey, she has been unafraid to seek help and share her story, leading to an incredible response from others and even attracting collaborators. As a self-described trendsetter, she has infused her unique vision into every aspect of her brand, from the packaging and aroma to the sensory experience of her tea. Her authentic and transparent approach has attracted a talented team of female managers who share her commitment to producing exceptional tea while upholding their environmental and social values. Whether you're an entrepreneur seeking inspiration or simply searching for motivation to keep pushing forward in your own ventures, this podcast is a must-listen. Visit gobeyondbarriers.com where you will find show notes and links to all the resources in this episode, including the best way to get in touch with Mou. Highlights: [02:49] Mou’s journey from India [08:01] Why it took three attempts to leave her job in the financial industry [09:53] Overcoming challenges and limiting beliefs to leave her job [13:33] How Mou started her tea business [17:11] What was important to her tea brand [22:25] Leveraging important relationships [24:30] The great response Mou received about her brand, Brook37 [26:47] Telling the story of her small tea company [29:16] Finding mentors and sponsors [31:29] What to unlearn from corporate life [34:14] Practicing self care [36:01] Lightning round questions Quotes: “My brand is a reflection of me.” – Mou Dasgupta “From every conversation I have, I learn something.” – Mou Dasgupta “I think my corporate career got me ready to prepare myself before a meeting.” – Mou Dasgupta Lightning Round Questions: What book has greatly influenced you? - “Lean In: Women, Work, and the Will to Lead” by Nell Scovell and Sheryl Sandberg What is your favorite inspiring quote or saying? - It’s not done until it’s done. What is one word or moniker you would use to describe yourself? - Trendsetter What is one change you've implemented that made your life better? - Self care, working out, eating healthy. What power song would you want playing as you walk out onto a stage? - "Girl on Fire” by Alicia Keys About Mou Dasgupta: Mou Dasgupta is a Trendsetting Disrupter on a mission to bring luxury tea to discerning American households and make their moments of connections more memorable, in a socially and environmentally conscious way. Mou is an entrepreneur, a philanthropist, an equality advocate, and a leader in building high performing teams. Mou is the Founder and CEO of Brook37 The Atelier, an American tea brand, that has the goal to disrupt the dusty tea industry by introducing the rarest and the most exquisite teas to American consumers. She believes that a premium tea is the non-alcoholic sibling of premium wine and it needs to be reimagined. Mou comes with 25 years of experience in the financial services industry. She held key leadership positions at Capital Group, Morgan Stanley, and J P Morgan Chase, prior to her departure from the corporate career. She is known to be a champion for diversity and equality. She established Lean in Circles and spearheaded multiple corporate programs for women’s advancements. At the peak of her career, Mou decided to depart her corporate life and follow her passion to build a brand where the core values will be of driving force and not financial gain. Brook37 is Plastic Neutral and 1% for the planet certified from day 1 and they donate 2% of their revenue to social and environmental causes. Brook37 is a woman first organization, where 90% of the team members are women, not by design, but by pure talent. Mou has worked all her life in providing support for various causes. Her Covid relief work was featured by J P Morgan, where she single-handedly supported businesses as well as communities in need in India. Mou is an avid supporter of various NGOs and educational institutions within and outside the USA. Mou has an undergraduate degree in Physics and a MS in Computer Science. Her passion is to disrupt the status quo, that led her to create her brand Brook37. Mou lives in Princeton, NJ with her husband Sanjay, their dog Mishti and cat Zara. They have a daughter Emily, and two sons Sabar and Navin who live in New York. Links: Website: https://brook37.com/ LinkedIn: https://www.linkedin.com/in/mou-dasgupta/ Instagram: https://www.instagram.com/brook37tea/
41:2617/05/2023
Episode 263: The Power of Gratitude with Naz Vahid, Head of Citi Global Wealth at Work
Hello and welcome to the Beyond Barriers podcast! I am Nikki Barua - your host for this episode. Our guest today is Naz Vahid - Head of Citi Global Wealth at Work. Naz Vahid leads her life with gratitude. She escaped Iran as a young girl and it shaped who she became. She adapted to her new life in America by putting effort into everything and never taking anything for granted. Taking on responsibilities at an early age taught her important life skills –all of which has served her professionally. Throughout her career, Naz has taken on a variety of roles and increasingly bigger responsibilities by always learning and growing. Naz shares how listening to feedback, avoiding complacency, and building great relationships helped her achieve her ambitions. She believes we elevate others by elevating ourselves. When it comes to social issues in the workplace, Naz thinks it’s important that we get uncomfortable and show our authenticity. She recognizes it is harder for women and minorities to navigate their careers and is determined to make it easier for the younger generations. Visit gobeyondbarriers.com where you will find show notes and links to all the resources in this episode, including the best way to get in touch with Naz. Highlights: [02:36] One thing Naz’s journey has taught her [04:09] Her immigrant journey [07:42] Being an outsider and forming her own identity [09:54] How Naz got into her industry [14:05] What Naz would tell her younger self about banking [16:53] Life in Iran today [19:43] Protecting women’s rights [21:44] Taking a stand on social issues [24:01] Diversity, equity, and inclusion [27:26] How Naz authentically stood out [33:42] Overcoming self doubt [39:41] Coping with setbacks [43:46] The key to building powerful and lasting relationships [49:54] Lightning round questions Quotes: “I have learned you can't take comfort or what you have for granted.” – Mehrnaz (Naz) Vahid “You just have to make the voice in your head that says, "I'm good enough," louder.” – Mehrnaz (Naz) Vahid “Every time you elevate yourself, you elevate someone behind you as well.” – Mehrnaz (Naz) Vahid Lightning Round Questions: What book has greatly influenced you? - “Kite Runner” by Khaled Hosseini What is your favorite inspiring quote or saying? - "People forget what you said. People forget what you did. People will never forget how you made them feel." Maya Angelou What is one word or moniker you would use to describe yourself? - Resilient What is one change you've implanted that made your life better? - Sit on the email overnight when you are angry. What power song would you want playing as you walk out onto a stage? "Fight Song" by Rachel Platten About Mehrnaz (Naz) Vahid: Naz Vahid is a Managing Director and Head of Citi Global Wealth at Work. In this role, Naz and her team provide tailored financial solutions to working professionals within the legal, asset management and professional services industries. Prior to this, Naz served as the Head of the Law Firm Group for Citi Private Bank. In this role she was responsible for the 14 offices in the United States and UK that serve Law Firms, their Partners and Associates. The group has around 200 professionals that provide a range of financial services to more than 40,000 attorneys across approximately 650 law firms. Naz also served as the Head of the Citi Private Bank Diversity Program, working with the committee and ICG Diversity to increase awareness across many areas and was responsible for setting up Citi Private Bank’s Mentorship Program. Prior to leading the Law Firm Group, she was the Global Market Manager for the East Coast and London responsible for six Law Firm Group offices. Before this, she was a Senior Private Banker for more than 15 years, handling some of the largest client relationships in the Private Bank. Naz is formally credit trained, and prior to her role as a Private Banker, worked as a Private Bank Credit Officer and also as an analyst. Naz holds a graduate degree in International Relations and Finance from Columbia University School of International Affairs and undergraduate degrees in Economics and Sociology from Hobart and Williams Smith Colleges. Outside of her responsibilities at Citi, she is the member of board of Hobart & William Smith Colleges as well as the Tahirih Justice Center. She also sponsors scholarships both at Lynbrook High School and Hobart and William Smith Colleges for first generation immigrant students pursuing higher education in the United States. In her free time, Naz enjoys reading and painting. Naz has two daughters and lives in Long Island, New York with her husband. Links: LinkedIn URL: https://www.linkedin.com/in/nazvahid/
52:2710/05/2023
Episode 262: Mastering the Art of Self-Promotion with Peggy Klaus
Today, we're thrilled to have Peggy Klaus, President & Founder of Klaus & Associates, as our special guest. From Hollywood beginnings to championing women in leadership, Peggy's inspiring journey led her to author two game-changing books, "The Hard Truth About Soft Skills" and "Brag! The Art of Tooting Your Own Horn Without Blowing It." These books have become invaluable resources for those seeking to improve their soft skills and self-promotion techniques. Peggy has also developed an empowering program called "Unstoppable," which addresses key issues critical for women’s success, including confidence,fearlessness, and purpose. Today, Peggy shares with us priceless tips for self-promotion, including tackling the issue of avoiding the "bitch" label in the workplace. Peggy reminds us of the importance of taking risks, embracing failure, and ultimately being proud of ourselves. For Peggy, self-promotion and "bragging" are about finding the sweet spot between humble and obnoxious and celebrating our accomplishments with confidence. Join us for this engaging and inspiring conversation with Peggy Klaus, and discover how to master the art of self-promotion and be proud of your achievements! Visit https://www.gobeyondbarriers.com where you will find show notes and links to all the resources in this episode, including the best way to get in touch with Peggy. Highlights: [01:11] How Peggy got to where she is professionally [05:00] Soft skills that are difficult to women [10:05] Strategies for making risks [14:08] How to self-promote [20:09] Overcoming feelings of humility [22:59] The soft skill you should work on [25:47] Taking inventory of your strengths and weaknesses [27:22] Lightning round questions Quotes: “The hardest skills are the soft skills.” – Peggy Klaus “You’ve got to fail to succeed.” – Peggy Klaus “Humility is lovely but not when it makes one ineffectually humble.” – Peggy Klaus Lightning Round Questions: What book has greatly influenced you? - “The 1619 Project” by Nikole Hannah-Jones What is your favorite inspiring quote or saying? - I don’t know what someone else’s journey is. What is one word or moniker you would use to describe yourself? - Energizer bunny What is one change you've implanted that made your life better? - I changed my marital status and moved to Santa Fe What power song would you want playing as you walk out onto a stage? - “Here Comes the Sun” by Richie Havens or The Beatles About Peggy Klaus: You may have seen Peggy Klaus on Nightline, 20/20, and The Today Show, or have read her advice in the New York Times, The Wall Street Journal, Fortune Magazine, Harvard Business Review, and O Magazine. She is the author of two best-selling books, BRAG! The Art of Tooting Your Own Horn Without Blowing It and The Hard Truth About Soft Skills: Workplace Lessons Smart People Wish They’d Learned Sooner. As a communication and leadership expert, Peggy has spent more than two decades helping thousands of professionals from Fortune 500’s, mid-size companies, and start-ups succeed in their jobs. She has also dedicated much of her career to empowering women of all ages. And, once again, Peggy brings this work into the spotlight with the launch of “Unstoppable!” — her new, cutting-edge program designed to address the key issues critical for women’s success: confidence, fearlessness, and purpose, among others. Taking her message from the boardroom to the classroom, she has lectured to both students and faculty at universities across the country including Harvard University’s School of Public Health, Wharton’s Executive MBA Program, U.C. Berkeley’s Haas School of Business, Boalt School of Law, and the School of Public Health & Sciences, the University of Virginia, Pepperdine University School of Law, and the Public Policy Institute at Georgetown University. Peggy began her career as an actor and classical singer, earning advanced degrees in drama, speech and theatre from the London-based Royal Academy of Music and The Drama Studio. From England she moved to Hollywood, working as a producer, director, and talent coach for actors, comedians, musicians and broadcasters in production for Paramount Studios, Warner Brothers, ABC, CBS, and NBC. When not training individuals and groups or speaking to audiences around the world, Peggy coaches political candidates to effectively communicate their values and vision with authenticity and candor. When not working, she can be found enjoying the incredible beauty of Santa Fe, New Mexico where she lives. Links: Website: https://peggyklaus.com/ Books: https://peggyklaus.com/books/ LinkedIn URL: https://www.linkedin.com/in/peggy-klaus-705730/ Twitter: https://twitter.com/pegklaus Facebook: https://www.facebook.com/peggy.klaus.311
34:1003/05/2023
Episode 261: Conquering a Confidence Crisis with Lisa Donahue, Co-Head of Americas & Asia at AlixPartners
Join us as Lisa Donahue, Co-Head of the Americas & Asia regions at AlixPartners, shares her inspiring journey of overcoming fear and self-doubt to achieve success. From her first day as CEO to her current role, Lisa reveals the importance of nurturing relationships, seeking support, and embracing the learning process. Discover how she tackles challenges, raises new perspectives, and embraces the power of course correction. In this candid conversation, Lisa emphasizes the value of asking questions, learning from failure, and accepting that we'll always have critics. Plus, get a glimpse into her personal life as she opens up about her Irish Catholic family's influence and the importance of being present for loved ones. Tune in to this empowering episode and learn to conquer your own crises of confidence. Visit https://www.gobeyondbarriers.com where you will find show notes and links to all the resources in this episode, including the best way to get in touch with Lisa. Highlights: [02:07] Lisa’s path to executive level leadership [07:04] Building a supportive community [11:00] Asking for what you need without feeling like a burden [14:43] Contributing to the conversation without needing to have the answer [19:07] Quick learning habits [21:43] Not fearing failure [25:56] Making decisions and having confidence in adversity [29:06] Dealing with wanting to be liked [32:22] What helps Lisa stay grounded [35:29] Lightning round questions Quotes: “You’re always going to find a point where you need some support from somebody.” – Lisa Donahue “I think women sometimes undervalue their own contribution to the network relationship.” – Lisa Donahue “It’s not always about being right. You learn a lot more from being wrong.” – Lisa Donahue Lightning Round Questions: What book has greatly influenced you? - “Atlas Shrugged” by Ayn Rand What is your favorite inspiring quote or saying? - “Be the change you want to see in the world.” What is one word or moniker you would use to describe yourself? - Optimistic What is one change you've implanted that made your life better? - Taking the opportunity during COVID to focus on mental health and taking time for my family–that I’m a better professional when I’m grounded and I spend time with my family. What power song would you want playing as you walk out onto a stage? - “The Man” by Aloe Blacc About Lisa Donahue: Lisa Donahue is the Co-Head of the Americas & Asia regions at AlixPartners. She versees service delivery across the firm’s industries and service lines to improve financial, operational, and digital performance. Her focus includes guiding companies through operational and financial transformations in various roles, including Chief Executive Officer, Chief Financial Officer, and Chief Transition Officer. Lisa has long been a trusted advisor to CEOs and Boards of Directors. She recently served as the Chief Transition and Development Officer at Westinghouse, where she led the successful repositioning of the company. She has had leadership roles in the power, aviation, consumer products and manufacturing industries. Lisa is a member of the Council on Foreign Relations and the Global Futures Council of the World Economic Forum. She currently sits on the boards of The Nucleus Group, which brings marketers, designers, researchers, strategists and behavioral specialists together in service of business strategy and social impact, and Tina’s Wish, an ovarian cancer non-profit organization dedicated to funding research for the prevention and early detection of ovarian cancer. Lisa previously served on the board of AlixPartners. Links: LinkedIn: https://www.linkedin.com/in/lisajdonahue/ Twitter: https://twitter.com/lisajdonahue
41:5226/04/2023
Episode 260: Being Kind, Consistent, and Showing Up with Carrie Sweeney, Pinterest Retail Industry Lead
Carrie Sweeney knows how to build relationships. Her belief that showing up and treating clients the way she would her friends has led to success in her career. After graduating from Notre Dame, she started her career working for a large digital agency, building well-known brands like Crayola, Kellogg’s, and Hallmark. After furthering her education at the University of Chicago Booth School of Business, she moved on to Bain & Company and then Google’s advertising organization. Her exit from Google led her to Pinterest where she is today helping to build the sales and monetization teams. Carrie is a team-focused and client-based leader who believes in showing up when it would be easier to quit. She feels that knowing when and how and where to pivot when making decisions is critical. Carrie is told she brings “big sister energy” to work, which she loves. It comes honestly as she did learn about how to lead and work with people through the relationship with her own sisters. As a leader, she helps her employees look for anything that went wrong in a situation and take responsibility for what they can control. She naturally loves people and believes that being there consistently for others over time helps them trust you. Carrie is clearly busy with all of her responsibilities, and when it comes to how she gets through her day, she shares with us how she does the little things first. She wants to make sure she has the quick tasks off her list by 9AM. Join us as we learn this and a lot more from this wise and successful leader in the retail industry. Visit https://www.gobeyondbarriers.com where you will find show notes and links to all the resources in this episode, including the best way to get in touch with Carrie. Highlights: [02:19] Carrie describes her background [03:06] Creating resilience [07:45] Forming your personal board of directors [12:09] Connecting dollars and people [14:12] A day in Carrie’s life [19:59] Staying organized [21:50] Identifying key relationships [25:04] How Carrie’s personal life affects her work [27:03] Lightning round questions Quotes: “The way you treat your friends is how you should treat your clients.” – Carrie Sweeney “Find joy, and think creatively about where to find it.” – Carrie Sweeney “In tech, you have to know what’s going on in the details to see the right themes and strategies.” – Carrie Sweeney Lightning Round Questions: What book has greatly influenced you? - “To the Lighthouse” by Virginia Woolf What is your favorite inspiring quote or saying? - “Look for happiness under your own roof.” – Gretchen Rubin What is one word or moniker you would use to describe yourself? - Compassionate (and high energy) What is one change you've implanted that made your life better? - The post-it note hack shared earlier What power song would you want playing as you walk out onto a stage? - “About Damn Time” by Lizzo About Carrie Sweeney: Carrie currently leads the Pinterest teams responsible for client partnerships with the largest retailers in the US. Together, they unlock the value of shared technology and media, including partnerships in the rapidly evolving retail media landscape. She also partners closely with Fortune 100 retailers, as well as Pinterest’s product and technical teams, to inform Pinterest’s roadmap in the evolving commerce space. Carrie graduated from Notre Dame in 2003 with a liberal arts degree and worked at a large digital agency, Starcom Worldwide, for 6 years, building brands like Crayola, Hallmark, Morgan Stanley, Kellogg’s and Blackberry/Research in Motion. She attended business school full time at the University of Chicago Booth School of Business from 2009-2011. Following Booth, she joined Bain & Company as a strategy consultant in the Chicago office, and then joined Google’s advertising organization. She left Google to help build the Pinterest sales and monetization teams in 2016. In her spare time, she is a member of A Better Chicago’s Impact Council, an avid reader, and a mediocre tennis player who is just getting back into the swing of it. Links: LinkedIn: https://www.linkedin.com/in/carrie-sweeney-4309b413/ Pinterest: https://www.pinterest.com/carriesweeney/
32:0219/04/2023
Episode 259: The Secrets to Success with Lisa Jones, CEO of Amundi US, Inc.
Success doesn't come easy, but Lisa Jones, Head of the Americas, President, and CEO of Amundi US, Inc., knows that a strong work ethic and an unyielding commitment to your goals can make all the difference. Raised in an Italian Catholic family, Lisa learned the power of discipline from her days as an athlete, and she was able to take that knowledge to the professional world. In this episode, she'll share the secrets of her success, including how to maintain composure in tough situations and why it's important to stay optimistic and focus on the positives. Listen in to learn more about how Lisa makes tough decisions and how she prepares herself for the future. She'll also tell us about the time she retired to become a stay-at-home mom and how the events of 2020 changed her perspective on work-life balance. Join us to discover how Lisa has used her perseverance to not only break through barriers, but to create a life of success and personal fulfillment. Visit https://www.gobeyondbarriers.com where you will find show notes and links to all the resources in this episode, including the best way to get in touch with Lisa. Highlights: [02:35] Lisa's professional journey [05:28] The importance of perspective for leadership [07:51] Being the first generation in corporate [17:34] How Lisa found confidence [19:28] Making difficult decisions [21:31] Being prepared for the future [24:24] Lisa's take on work/life balance [28:24] Creating transparency about having a personal life [30:07] Lightning round questions Quotes: “Don't just lean in, go get 'em.” – Lisa Jones “We are still athletes of our brand and our career.” – Lisa Jones “Work-life balance for me is one where I'm both working and being a present parent.” – Lisa Jones Lightning Round Questions: What book has greatly influenced you? - “Lean In: Women, Work, and the Will to Lead” by Nell Scovell and Sheryl Sandberg What is your favorite inspiring quote or saying? - “Go get 'em.” What is one word or moniker you would use to describe yourself? - Transparent What is one change you've implanted that made your life better? - Not to take everything so personally. What power song would you want playing as you walk out onto a stage? - “I Am Woman” by Helen Reddy About Lisa Jones: Lisa M. Jones is Head of the Americas, President and Chief Executive Officer of Amundi US, Inc., the U.S. Division of Amundi Asset Management. She is Trustee of the Pioneer Funds, and President and Chief Executive Officer of the Pioneer Funds. Lisa is also President of Amundi Distributor US, Inc. She is head of the US Executive Committee and US Management Committee, and a member of the Global Executive Committee. She has over 30 years of experience in global financial services developing and building asset management businesses. In 2016 and 2020, Lisa received the Top Women in Asset Management Award from Money Management Executive. Prior to joining Amundi US, Lisa was Global Head of Distribution at Morgan Stanley Investment Management (MSIM) and President of MSIM Distribution Inc. In this role, she oversaw all MSIM distribution channels globally, including retail and institutional. Prior to that, Lisa was Head of the Global Institutional Division at Eaton Vance Management. She also spent more than 16 years at MFS Investment Management in leadership roles across both retail and institutional divisions. She began her career at E.F. Hutton & Co. in New York. Lisa is a member of the Board of Governors of the Investment Company Institute, a member of the MIT Sloan Finance Group Advisory Board at MIT Sloan School of Management and a member of the Board of Directors of Clearwater Analytics. Lisa has served on other boards such as the Foreign Policy Association in New York, the Advisory Board of the Institutional Investor Institute and the Board of Fellows at Trinity College in Hartford, CT. She is also a former trustee at the Pingree School Board of Trustees in South Hamilton, MA. She has a B.A. in Economics from Trinity College. Links: LinkedIn: https://www.linkedin.com/in/lisa-mjones/
36:4012/04/2023
Episode 258: The Art of Connecting With Susan McPherson, Founder & CEO of McPherson Strategies
Susan McPherson has an early memory that shaped her perspective on how to build relationships. Growing up, she would watch her parents sit at the breakfast table every morning, cutting out newspaper articles that they found interesting. Every day, they wrote notes to their friends and sent it in the mail along with the newspaper cuttings. It was their way of saying “I’m thinking of you” and nurturing relationships with friends and family. In this episode, Susan shares the keys to connecting with people and what you can do to nurture relationships. As a successful entrepreneur, she credits her people skills to building a thriving business. She encourages us to always look for ways to be helpful to others. Learn practical tips and proven principles in Susan’s book, “The Lost Art of Connecting: The Gather, Ask, Do Method for Building Meaningful Relationships.” Visit https://www.gobeyondbarriers.com where you will find show notes and links to all the resources in this episode, including the best way to get in touch with Susan. Highlights: [03:14] Susan’s journey and her most important lesson learned [05:28] Finding her career path [08:08] Fostering relationships [11:02] Susan’s book, “The Lost Art oF Connecting” [15:18] Starting her business [18:07] Navigating tough times [21:02] Leading with your values [22:58] Addressing social initiatives [24:34] What keeps Susan grounded [26:23] Finding the right mentor [28:42] The future of work and technology [30:51] Lightning round questions Quotes: “Every person, no matter who they are, where they came from, the role they play in society, their religion, the color of their skin, is deserving of our attention, our compassion, our kindness, and our curiosity.” – Susan McPherson “For me, it’s alway been leading with how we can be helpful to others.” – Susan McPherson “No matter how small our circle is, we still have a circle, so start with the people that you know.” – Susan McPherson Lightning Round Questions: What book has greatly influenced you? - Writing my own book (“The Lost Art oF Connecting”) What is your favorite inspiring quote or saying? - “How can I be helpful?” What is one word or moniker you would use to describe yourself? - Genuine What is one change you've implanted that made your life better? - Limiting my alcohol intake What power song would you want playing as you walk out onto a stage? - “Central Reservation” by Beth Orton About Susan McPherson: Susan McPherson is a serial connector, angel investor, and corporate responsibility expert. She is the founder and CEO of McPherson Strategies, a B- corp certified communications consultancy focused on social impact. She is the author of The Lost Art of Connecting: The Gather, Ask, Do Method for Building Meaningful Relationships (McGraw-Hill). Susan has 30+ years of experience in marketing, public relations, and sustainability communications, speaking regularly at industry events including Massachusetts Conference for Women, Worth Women and Techonomy, and contributing to the Harvard Business Review, Fast Company, and Forbes. She has appeared on NPR, CNN, USA Today, The New Yorker, New York Magazine and the Los Angeles Times. Susan is the recipient of Forbes magazine’s 50 over 50—Impact 2021 award and Worth Media’s Worthy100 award. She has also won numerous accolades for her voice on social media platforms from Fortune Magazine, Fast Company and Elle Magazine. Currently, Susan invests in and advises women-led start-ups, including: iFundWomen,Inc., Messy.fm, Our Place, The Riveter, Park Place Payments, Hint Water, Apolitical and The Muse. She serves on the boards of USA for UNHCR, The 19th News, and serves on the advisory boards of The List, Apolitical Foundation, Just Capital and Alltruists. Additionally, she is a member of the MIT Solve Women and Technology Leadership Group and serves as an adviser to several nonprofits including She’s The First and The OpEd Project. Susan is a Vital Voices global corporate ambassador and a member of the New York Women’s Forum and Extraordinary Women on Boards. She resides in Brooklyn. Links: Website: https://www.mcpstrategies.com/ Book: https://www.thelostartofconnecting.com/ LinkedIn URL: https://www.linkedin.com/in/susanmcpherson/ Twitter: https://twitter.com/susanmcp1
34:4205/04/2023
Episode 257: Fearless Success: Harnessing Opportunities with Maha Dakhil, CAA Board Member and Film Industry Leader
Maha Dakhil, the powerhouse behind Hollywood's beloved talents like Tom Cruise, Reese Witherspoon, and Natalie Portman, knows the secret to striking game-changing deals. Her journey began when she courageously chose the entertainment industry over law school, despite her immigrant parents' concerns. Maha's determination to succeed in Hollywood proved fruitful, paving her way to triumph. Raised with sisters, Maha learned early on the power of female leadership. She carved her unique path in the entertainment world, undeterred by the lack of diversity she encountered. Embracing every opportunity, Maha's passion for empowering storytellers and productions has driven her to excel as an agent. In this insightful podcast, Maha reveals how her fearless nature and unwavering resilience allow her to thrive. She candidly discusses embracing confrontation, standing up for clients, and balancing victories with setbacks. Maha shares the importance of remaining composed amid challenges, and imparts invaluable wisdom from her transformative journey. Visit www.gobeyondbarriers.com where you will find show notes and links to all the resources referenced in this episode, including the best way to get in touch with Maha. Highlights: [02:49] Maha’s story and her pursuit of the entertainment business [07:27] Finding mentors and finding her role in the industry [18:42] Standing up for what she believes in [23:07] Receiving feedback [26:25] Promoting tolerance of diverse cultures and background in Hollywood [30:18] Celebrating her accomplishments [33:56] Having courageous conversations and negotiating for her clients [40:59] Bouncing back from a setback [43:21] Maha’s proudest achievement [46:13] Lightning Round Questions Quotes: “It’s important to keep our eyes open and our minds flexible to see what we can offer and what is resonating.” – Maha Dakhil “It’s really important to be aware of how you’re being perceived in a team culture.” – Maha Dakhil “You can’t live too long in victory, and you also don’t have to live too long in any defeat.” – Maha Dakhil Lightning Round Questions: What book has greatly influenced you? - “The Alchemist” by Paulo Coelho What is your favorite inspiring quote or saying? - (Paraphrased) You don’t have to be aggressive to be strong What is one word or moniker you would use to describe yourself? - Empathetic troublemaker What is one change you've implemented that made your life better? - Being on time What power song would you want playing as you walk out onto a stage? - Anything by Beyoncé About Maha Dakhil: Co-Head of the Motion Picture Group and Co-Head of the agency’s International Film Group, Maha Dakhil also serves on the CAA board that is responsible for the day-to-day management of the agency. Additionally, she represents some of the world’s most successful actors and actresses, moving seamlessly between such talent and literary clients as Tom Cruise, Ava DuVernay, Reese Witherspoon, Gina Prince-Bythewood, Mindy Kaling, Madonna, Sam Mendes, Natalie Portman, Lena Dunham, Melina Matsoukas, Juan Antonio Bayona, Yorgos Lanthimos, Olivia Wilde, Aaron Sorkin, Denis Villeneuve, Steve McQueen, Lenny Abrahamson, Danny Strong, Johan Renck, H.E.R., Anne Hathaway, Jeymes Samuel, Hwang Dong-hyu, and Higher Ground, among others. An 18-year veteran of the agency, Dakhil has long been at the forefront of cultivating opportunities for diverse talent and championing underserved voices and their stories. Gina Prince-Bythewood’s action epic THE WOMAN KING, made its world premiere earlier this month at the Toronto Film Festival and went on to open #1 at the box office. Lena Dunham’s CATHERINE CALLED BIRDY, which also had its world premiere at Toronto, opens in theaters September 23. She most recently signed Higher Ground, Obama's media company. In addition, Dakhil brokered a bevy of deals for client Olivia Wilde of late (BOOKSMART), including a female-led comedy for Universal, which Wilde will produce and direct; DON’T WORRY DARLING, in which Wilde stars in and directed; and a new Marvel movie. Dakhil has also guided client Reese Witherspoon on building out her production company, Hello Sunshine, which focuses on female-driven content across multiple platforms. Hello Sunshine, which was sold to a venture backed by private- equity giant Blackstone Group in August 2021, has produced such films as WHERE THE CRAWDADS SING, GONE GIRL, and WILD, as well as the Emmy-winning television series THE MORNING SHOW with Jennifer Aniston for Apple TV+, which has been renewed for a third season, BIG LITTLE LIES for HBO, and the original thriller SURFACE for Apple TV+. It also has the popular Reese’s Book Club. In addition to co-leading the successful integration of CAA and ICM’s motion picture departments, Dakhil has positioned her clients at the forefront of the biggest moments in pop culture this past year. Client highlights include the record breaking success of Tom Cruise’s TOP GUN: MAVERICK, which has earned more than $1.4 billion at the worldwide box office; Natalie Portman’s starring role in THOR: LOVE AND THUNDER; a deal for Mindy Kaling to co-write LEGALLY BLONDE 3, with Witherspoon set to reprise her iconic role as “Elle Woods” and Hello Sunshine producing; Denis Villeneuve directing a sequel to the six-time Oscar-winning DUNE; and Danny Strong serving as the creator, showrunner, and director of the seven-time Emmy nominated DOPESICK, which marks his first limited series. Dakhil also orchestrated a deal for Madonna to co-write an original screenplay based on her life, which the iconic artist will direct. As Co-Head of CAA’s International Film Group, Dakhil plays an integral role in building the Motion Picture department’s global footprint, opening doors for talent regardless of geographic location. Her roster of global filmmakers continues to grow, signing SQUID GAME creator Hwang Dong-Hyuk; Jasmila Žbanić, whose film QUO VADIS, AIDA? was nominated for the Best International Feature at the 93rd Academy Awards; Kornél Mundruczó, director of the acclaimed film PIECES OF A WOMAN, which premiered at the 77th Venice International Film Festival; Mohamad Diab,whose film AMIRA received strong critical praise at the 2021 Venice International Film Festival;Ali Abbasi, winner of the Un Certain Regard prize for BORDER at the 2019 Cannes Film Festival; Justin Kurzel, director of NITRAM, which premiered at the 2021 Cannes Film Festival; Lukas Dhont, director of GIRL, which won the Caméra d’Or at Cannes for best first feature film, along with the Queer Palm, awarded for best LGBT-themed film; and Rungano Nyoni, whose film I AM NOT A WITCH won a 2018 BAFTA Award for Outstanding Debut by a British Writer, Director or Producer. In her role on the CAA Board, Dakhil focuses on the agency’s diversity and inclusion initiatives.She also plays a leadership role in CAA Amplify, an annual invitation-only summit convening diverse leading artists and executives from the most impactful organizations in entertainment, sports, media, brands, technology, and social justice. In addition, Dakhil is a founding member of Time’s Up, an initiative that addresses systemic inequality and injustice in the workplace. She is a champion for underrepresented storytellers, creating opportunities for them to transition into the global marketplace. Dakhil also serves on the boards of Baby2Baby and the UCLA Lab School. Dakhil began her career at Genesis, a literary agency. She joined CAA in 2004. Dakhil graduated from the University of California, Los Angeles with a degree in sociology. Links: Instagram: https://www.instagram.com/secretagentm/
50:2229/03/2023
Episode 256: The Importance of Bringing Value with Rachel ten Brink, General Partner and Co-Founder at Red Bike Capital
Rachel ten Brink is known by many as the "Stealth Latina," and a true trailblazer. She has always believed in the power of diversity and has used her unique background and perspective to make a difference in the worlds of venture capital and tech. Her commitment to bringing value to every aspect of her life - from work to relationships to family - is a testament to her dedication and passion. As the first Latina to raise $29M for her tech company, Rachel knows what it takes to succeed in a competitive industry. She has learned the importance of what not to do as much as what should be done, and she believes in investing in companies that empower the economy and improve people's lives. Rachel's killer instinct and boundary-setting skills are equally matched by her kindness and compassion. She understands the importance of mentor relationships as a two-way street of communication and sharing, and she values education as a key to unlocking one's full potential. In this podcast, Rachel inspires us to put our own skin in the game, to believe in ourselves, and to never let anyone else define our worth. Join us as we learn from Rachel's incredible journey and gain the inspiration and insights we need to break through barriers in our own lives. Visit gobeyondbarriers.com to find show notes and links to all the resources mentioned in this episode, including the best way to connect with Rachel. Highlights: [02:44] Rachel’s background [04:01] Taking the leap into tech [05:16] Importance of establishing your brand [13:31] Moving into the venture capital world [17:44] The power of diverse teams [20:01] Voicing your opinion [23:20] Building strategic relationships [27:36] Drawing boundaries around helping others [31:00] Lightning round questions Quotes: “If you want to go from Point A to Point B, think about what’s going to build your bridge.” – Rachel ten Brink “When you think about building your brand, it can’t all be about me, me, me. You have to think about your audience.” – Rachel ten Brink “Seek out people who compliment you and who are strong where you are not.” – Rachel ten Brink Lightning Round Questions: What book has greatly influenced you? - “Art of the Start” by Guy Kawasaki What is your favorite inspiring quote or saying? - “Ginger Rogers did everything Fred Astaire did except backwards and in heels.” What is one word or moniker you would use to describe yourself? - Stealth Latina What is one change you've implanted that made your life better? - Intentionality around my schedule. What power song would you want playing as you walk out onto a stage? - “Whenever, Wherever” by Shakira About Rachel ten Brink: Rachel ten Brink is General Partner and Co-Founder of Red Bike Capital, a Latinx and woman-led Venture Capital fund based in New York that invests in early stage, high-growth startups that drive the economy and improve people’s lives. Red Bike supports US-based founders in FinTech, Ecommerce SAAS, Marketplaces, and Wellness. Rachel has been a board member and senior advisor for various companies and serves on the Board of Directors of AboveBoard and Dyper. Rachel is a Y Combinator Founder turned VC. Prior to founding Red Bike Capital, she was Co-Founder and CMO of Scentbird, a Y-Combinator backed ecommerce startup that raised $29MM in venture funding- which makes her one of just 90 Latinas to have ever raised over $1M in funding. Leading Growth, Brand and Revenue, she scaled Scentbird to 500,000 paid subscribers and built 74 partnerships with corporations including Coty, Macy’s and Glossier. Before this, she spent fifteen years building global billion-brands at P&G, Elizabeth Arden, Estee Lauder and L’Oreal. Named Entrepreneur Magazines' 100 Powerful Women of 2020, she has been featured in The New York Times, TechCrunch, WSJ, and Forbes. She is a champion diversity in the tech ecosystem through her work as a mentor at Y-Combinator, Techstars, Entrepreneurs Roundtable, 500 Startups, Columbia Business School Lang Center and NYU Entrepreneurship Center, and a member of Top Latinx in Tech, LatinxVC, VCFamilia, Transact, DealmakeHers and Latino Corporate Directors Association. She graduated magna cum laude from Babson College and holds an M.B.A. from Columbia Business School. She lives in New York City with her husband and two kids. Links: Website:https://www.projectdiane.com/ LinkedIn: https://www.linkedin.com/in/rachel-ten-brink-a08151/
36:4422/03/2023
Episode 255: Breaking Through Glass Ceilings and The Power of Conviction with Amanda Herson, Partner at Founder Collective
In true Beyond Barriers fashion, we are here to explore the stories and insights of ambitious successful individuals who have overcome obstacles and achieved success in their careers. In this episode, we are thrilled to have Amanda Herson as our guest. Amanda grew up in a family of entrepreneurs in South Africa and witnessed injustices early in life, which inspired her to make a positive impact in the world. Though she initially wanted to go into politics, she found her calling in the world of venture capital, where she quickly discovered the glass ceiling for women in the industry. But instead of seeing it as a barrier, she has turned it into an opportunity to stand out. Amanda believes that pressure and challenge are privileges that allow her to grow and learn, and she is fascinated by how people think and make decisions. She values respecting other people's time and understands the importance of building a strong network of supporters and mentors. In this podcast, Amanda shares her experiences and wisdom, encouraging us all to have an opinion and use our voices. She emphasizes the importance of conviction in one's professional life and explains how using guardrails protects her personal life. Join us as we learn from Amanda's journey and gain valuable insights on how to navigate the challenges of a competitive industry. Visit gobeyondbarriers.com to find show notes and links to all the resources mentioned in this episode, including the best way to get in touch with Amanda. Highlights: [02:37] How Amanda grew up and arrived at career in venture capital [08:24] Moving forward despite uncertainty [12:03] Identifying your circle [16:06] Being a woman in venture capital [20:16] Getting started in the venture capital world [24:21] Integrating work and personal life [29:58] Lightning round questions Quotes: “One of the key things to being able to jump is really seeking out people who believe in you.” – Amanda Herson “Pressure is a privilege and being challenged is a privilege.” – Amanda Herson “Lean into your strengths and own your weaknesses.” – Amanda Herson Lightning Round Questions: What book has greatly influenced you? - “Long Walk to Freedom” by Nelson Mandela What is your favorite inspiring quote or saying? - “If I am not for me, who will be for me? If I am only for myself, what am I?” What is one word or moniker you would use to describe yourself? - Connector What is one change you've implanted that made your life better? - Health always has to come first. Sleep and exercise make you a better person. What power song would you want playing as you walk out onto a stage? - “Fight Song” by Rachel Platten About Amanda Herson: Amanda is a Partner at Founder Collective, a leading seed-stage venture capital firm with several Midas list appearances. Prior to returning to investing, she has spent the last several years building and growing one of the largest omni-channel retailers in South Africa, launching their e-commerce and expanding the footprint to over 300 stores and serves on the Board of Cape Union Mart. Amanda was Highland Consumer Fund investing in and growing retail and consumer goods companies. Previously, she was at L Brands in New York, launching new beauty brands and focusing on growth and innovation. She began her career at Boston Consulting Group in New York. Amanda has a passion for building strong cultures in growing companies and an operational background in building e-commerce companies from the ground-up and has become a trusted advisor to several entrepreneurs. Amanda completed her Undergraduate in Economics at the Wharton School, University of Pennsylvania and received her MBA from Harvard Business School. She currently resides in New York, is a mom of three + a sheepadoodle, a Central Park enthusiast, with a side passion for healthy cooking and living. Links: Website: https://www.foundercollective.com/index.html LinkedIn URL: https://www.linkedin.com/in/amanda-herson-9616802/ Twitter: https://twitter.com/Amanda_Herson
35:5115/03/2023
Episode 254: Perseverance and Getting to the Yes with “The Venture Fund Blueprint” Authors Kaego Ogbechie Rust and Shea Tate-Di Donna
Kaego Ogbechie Rust & Shea Tate-Di Donna describe themselves as entrepreneurial and experimental. They discovered that breaking into the venture capital world was a challenge, so they wanted to help other people (especially women) by giving them practical steps to do what they were able to do. Their book, “The Venture Fund Blueprint” was written with this in mind. Kaego & Shea noticed that people expected only capital when they sought funding from them, and they wanted to provide more. In this podcast, they talk about the pay-it-forward culture of the venture capital world. Their roots are in helping businesses grow and launch, and they share with us how to ask other people for help. First of all, you want to give more than you get, and secondly, you want to make it easy for others to help you (think craft the email for them.) We also learn from these successful women how to not take rejection personally. When asking for something like funding, you’ll hear an incredible amount of no’s to get to that yes, and that takes perseverance. In this podcast, you’ll also hear about strategies for building trust and how to prioritize your personal life. Diversity in the fund management field is a priority to Kaego & Shea, and they also share what they’re doing to promote this important topic. Even if you aren’t familiar with the venture capital world, you’ll learn a wealth of information about managing your own business in this podcast. Visit https://www.gobeyondbarriers.com, where you will find show notes and links to all the resources in this episode, including the best way to get in touch with Kaego & Shea. Highlights: [02:40] How Shea & Kaego got into the venture capital world [05:40] Challenges they overcame to find space in the funding industry [06:46] Leveraging community to overcome barriers [14:50] Making the easy ask [16:31] Overcoming fears [20:20] Moving past limiting beliefs [24:58] How to deal with no’s and setbacks [28:11] Getting to the yes [32:07] Keeping boundaries [37:28] Diversity in fund management [42:45] Lightning round questions Quotes: “One of The things we love about the VC industry is the pay it forward culture.” – Shea Tate-Di Donna “You only build a community by giving much more than you receive.” – Kaego Ogbechie Rust “If you want to learn how to take rejection and get a no and move on, fundraising is the perfect way to do that.” – Shea Tate-Di Donna “Trust is a key element of brand building.” – Kaego Ogbechie Rust “How can we give back to our community? Sometimes it’s just sharing what you know.” – Kaego Ogbechie Rust “I’m trying to divorce myself from the word should.” – Shea Tate-Di Donna Lightning Round Questions: What book has greatly influenced you? - “The Lord of the Flies” by William Golding (Kaego) - “The 15 Commitments of Conscious Leadership” by Diana Chapman and Jim Dethmer (Shea) What is your favorite inspiring quote or saying? - “There are two types of people in this world, the energy givers and energy takers.” (Kaego) - “Be the change you want to see in the world.” (Shea) What is one word or moniker you would use to describe yourself? - Entrepreneurial & Experimental (Kaego & Shea as a team) - Tenacious (Shea) - Paced (Kaego) What power song would you want playing as you walk out onto a stage? - “I’m Every Woman” by Chaka Khan (Shea) - “I Wanna Dance with Somebody” by Whitney Houston (Kaego) About Kaego Ogbechie Rust: Kaego Ogbechie Rust is a career business advisor, entrepreneur, and author — with more than a decade of financial services experience in the public and private markets at Goldman Sachs and her consulting practice, KHOR Consulting, Kaego has worked with hundreds of companies in alternative investing, venture capital, private equity, small business, and startups. About Shea Tate-Di Donna: Shea Tate-Di Donna is a career venture capitalist, entrepreneur, product creator, and author. With more than a decade of early-stage high tech venture experience, she has advised hundreds of emerging fund managers. Shea was part of the founding team at True Ventures, creator of Founder Services, and originator of Venture Productization. Links: Website: https://www.venturefundblueprint.com/ Book: https://www.amazon.com/Venture-Fund-Blueprint-Capital- Actualize/dp/1544535953/ref=tmm_hrd_swatch_0?_encoding=UTF8&qid=16750 88374&sr=8-1 LinkedIn: https://www.linkedin.com/in/kaegorust/ LinkedIn: https://www.linkedin.com/in/sheatatedidonna/ A new Best Selling book, The Venture Fund Blueprint, helps emerging managers in venture capital learn to launch, grow, and scale funds. The book’s pages are filled with tangible examples, real peer advice, and step-by-step guides from building pitch decks and fundraising to running operations and legal. Co-authors Shea Tate-Di Donna and Kaego Ogbechie Rust are long-time collaborators who have brought together their learnings from Shea’s time on the founding team of True Ventures and with Melinda Gates' Pivotal Ventures, plus Kaego’s decade at Goldman Sachs in alternative investments and with KHOR Consulting. This book aims to empower a diversity of intellect across emerging venture capital managers, to establish a precedent for operational excellence, and to facilitate peer-led knowledge exchange amongst GPs. We see a future where GPs and LPs are even more aligned around shared values, desired impact, and meaningful returns — where the ladder of capital, from investors to fund managers to startups, is constantly driving towards mutually beneficial outcomes. Learn More: www.venturefundblueprint.com Get The Book: https://amzn.to/3YkMF7E
54:2108/03/2023
Episode 253: The Importance of Humility and Being Up for a Challenge with Meredith Lorenz Heimburger, Partner and Head of Impact at Global Endowment Management
A lifelong learner, Meredith Lorenz Heimburger, Partner and Head of Impact at Global Endowment Management, loves new challenges. She’s not stuck in old ways of thinking and is open to new ideas. She sees education as the great equalizer. As a leader in integrating mission and values into portfolios, she knows how to fail and keep going. In fact, it’s in her blood. Meredith feels being humble, flexible, and open to feedback are keys to her success. She believes that when we are open to change, we gain the most reward. She learned this herself when she became a leader unexpectedly when she originally thought she’d be a stay-at-home mom. Having been asked to be the contrarian in her professional life, she’s comfortable with being different. Listen while Meredith shares her wisdom with us about how to ask for two things rather than one when we seek help and how to successfully separate our work and personal lives. Visit gobeyondbarriers.com where you will find show notes and links to all the resources in this episode, including the best way to get in touch with Meredith. Highlights: [02:18] Meredith’s professional background [04:34] Taking a leap [07:53] Working with mentors [11:04] Having resilience [15:06] How to be a leader [20:46] Overcoming limiting beliefs [24:27] The importance of an objective voice [25:39] Daily habits of success [27:57] Building strategic relationships [30:12] Creating change [36:38] Lightning round questions Quotes: “I wasn’t born with the skill set to fail and give up, I was born to fail and keep going.” – Meredith Lorenz Heimburger “Diverse teams make better decisions.” – Meredith Lorenz Heimburger “You have to separate your personal resiliency from your professional life.” – Meredith Lorenz Heimburger Lightning Round Questions: What book has greatly influenced you? - “Wide Sargasso Sea” by Jean Rhys What is your favorite inspiring quote or saying? - The “Good Bones” poem by Maggie Smith What is one word or moniker you would use to describe yourself? - Honest What is one change you've implanted that made your life better? - Organization What power song would you want playing as you walk out onto a stage? - Something 90s rap About Meredith Lorenz Heimburger: Meredith Lorenz Heimburger is a Partner and Head of Impact at Global Endowment Management. As Head of Impact, Meredith partners with GEM’s clients to align their investment programs with their values and mission. Meredith and her team aim to meet these clients where they are to help them fulfill both their impact and investment objectives. Prior to joining GEM in 2012, Meredith spent seven years with Teach For America. She served first as a classroom teacher and then as a member of the staff, leading the expansion of the organization’s presence in new and developing regions across the U.S. Meredith is a trustee and chair of the finance committee for the Cynthia and George Mitchell Foundation, which promotes sustainable solutions to human and environmental problems. She is also a member of the Davidson College Board of Visitors and a trustee of the Charlotte-Mecklenburg Library Foundation. She is an active member of several organizations that focus on leveraging assets for positive impact, including The ImPact and The Philanthropy Workshop (TPW). Meredith received her B.A. in English with a concentration in Gender Studies from Davidson College. Links: Website: https://www.globalendowment.com/ LinkedIn URL: https://www.linkedin.com/in/meredith-lorenz-heimburger-765a3553/
39:2501/03/2023
Episode 252: Embracing a Growth Mindset with Hewlett-Packard Enterprise’s Krista Satterthwaite
Having a growth mindset means viewing failures and setbacks as opportunities to learn and grow, rather than seeing them as a reflection of your intelligence or your self-worth. Our guest, Krista Satterthwaite, Senior Vice President and General Manager of Hewlett-Packard Enterprise’s Mainstream Compute, shares that when you embrace a growth mindset, you shouldnt see failure as a defeat, but rather as a chance to learn and improve future actions and decisions toward success. However, Krista also highlights that having a growth mindset does not guarantee that you will always win”. There will be times when despite your best efforts, things may not go as planned, and you may not achieve your desired outcome. Join me in this conversation with Krista as we discuss how she prepares for difficult conversations, getting what you deserve and staying intentional and focused on your goals. Visit https://www.gobeyondbarriers.com where you will find show notes and links to all the resources in this episode, including the best way to get in touch with Krista. Highlights: [02:11] Krista’s journey [06:08] Inflection point for change [09:26] Overcoming fears associated with risk-taking [10:59] Growth Mindset [11:39] Getting what you deserve [14:41] Preparing for difficult conversations [18:34] Cultivating strong relationships [21:59] Gaining clarity on what you want to be known for [26:33] Staying intentional and focused [29:56] Lightning Round Questions Quotes: “In the corporate world, if you don’t understand the rules, you can’t win the game.” – Krista Satterthwaite “Reframe your fears of risk-taking with a ‘give it a shot’ mindset and see what happens.” – Krista Satterthwaite “When you have a growth mindset, you can’t lose, you just learn.” – Krista Satterthwaite Lightning Round Questions: What book has greatly influenced you? - “Rise” by Patty Azzarello What is your favorite inspiring quote or saying? - “I never lose, I either win or I learn.” - Nelson Mandela What is one word or moniker you would use to describe yourself? - Positive What is one change youve implemented that made your life better? - Definitely reading. What power song would you want playing as you walk out onto a stage? - “Girl on Fire” by Alicia Keys About Krista Satterthwaite: Krista is a technology business leader with 25 years of experience across operations, product and services strategy, quality, marketing and Go-to-Market. She is the Senior Vice President and General Manager leading Hewlett-Packard Enterprise’s Mainstream Compute business ($9+ billion PL). In 2019, she was featured in Savoy Magazine as one of the ‘Most Influential Women in Corporate America’. Fostering a positive culture of inclusion is one of Krista’s passions. She currently serves on the HPE CEO’s Diversity, Equity and Inclusion Council. Krista is the executive sponsor for HPE’s Black Employee Network. In 2021, she was awarded the HPE Black Employee Network’s ‘Legacy Award’ for her contributions. Krista received a Bachelor of Science in Business Administration from the University of Illinois in Chicago, and a Master of Business Administration from University of Illinois in Urbana-Champaign. Links: LinkedIn URL: https://www.linkedin.com/in/krista-satterthwaite-76932835/
33:4022/02/2023
Episode 251: Stepping Into Opportunities with Singleton Beato, Global EVP, Chief Diversity, Equity, and Inclusion Officer at McCann Worldgroup
Singleton Beato is a thoughtful leader, an insightful person and a wonderful conversationalist. She has deep experience and bright ideas and we have been thinking about this conversation since we recorded it. As Global EVP, Chief Diversity, Equity, and Inclusion Officer at McCann Worldgroup, a global network of creative and media agencies, Singleton is responsible for designing and leading strategic initiatives that increase organizational capacity, innovation, and growth. With over 25 years of executive experience, Singleton’s career has been defined by leading large-scale people and organizational change initiatives. She is a visionary DEI leader who focuses as much on ensuring the work product her company produces as she does the culture of the company itself. Representing some of the world’s biggest brands, Singleton helps client leaders and creative teams produce work that is inclusive, representative, respectful and impactful. Singleton was named one of 2019 Most Influential Women in Corporate America by Savoy Magazine, one of Ad Week’s 2020 Women Trailblazers, and one of New York's Most Outstanding Corporate Citizens. Highlights: [02:49] Singleton’s back story [07:29] A personal story of risk taking [14:29] How to be respectful, resonant, and relevant [20:47] How her work reflects Singleton’s values [24:48] Singleton didn’t always know she’d be a leader [25:31] Finding purpose and clarity about your career [30:43] Overcoming fears and limiting beliefs [35:27] Singleton’s daily habits of success [40:54] Setting and achieving goals [49:11] Building your network and asking for help [53:29] Lightning Round Questions Quotes: “There are scenarios and circumstances that we need to become well-versed in before we are able to move in those spaces with great authority in the way we want to.” – Singleton Beato “The best way for people to learn is through stories.” – Singleton Beato “When it comes to achieving goals, the number one thing is to use your technology.” – Singleton Beato Lightning Round Questions: What book has greatly influenced you? “Night” by Elie Wiesel What is your favorite inspiring quote or saying? “Achieving your goals is a game of options.” What is one word or moniker you would use to describe yourself? Enthusiastic What is one change you've implemented that made your life better? Checking in with myself daily. What power song would you want playing as you walk out onto a stage? “Cuff It” by Beyonce About Singleton Beato: Singleton Beato is the Global EVP, Chief Diversity, Equity and Inclusion Officer at McCann Worldgroup, where she is responsible for designing and leading strategic initiatives that increase organizational capacity, innovation and growth. With over 25 years of experience as an accomplished executive, Singleton is recognized for her success driving large scale people and organizational change initiatives across a wide range of industries, having held talent leadership roles at J. Walter Thompson, Crunch Fitness International, and Bloomberg L.P. Previously, Singleton was EVP, Diversity Strategy and Talent Development at the 4A’s where she provided leadership and advice to senior advertising and media agency executives working to create and activate a strategic approach to D&I. Singleton was the visionary and architect of high-profile initiatives including The Face Of Talent symposium and the Ad industry’s only Talent Leadership Conference, Talent@2030. She also led the transformation of the renowned Multicultural Advertising Intern Program (MAIP) and the 4A’s Foundation. And, after assuming P&L responsibility for Talent Development and Diversity related revenue streams, Singleton consistently delivered on revenue and margin growth targets for the organization. Singleton received a MS from Fairleigh Dickinson University and serves on several non-profit boards including the Brand Erwin Center for Brand Communications, AdWeek’s D&I Council, the AAF’s Mosaic Council, NYWICI, Own The Room and Figure Skating in Harlem as well as the Advisory Board of the Brand + Integrated Communications program. She has received numerous awards and accolades from the AAF, the 4A’s, the ADCOLOR Coalition, the National Diversity Council, the World Diversity Leadership Summit. Additionally, Singleton was named one of 2019’s Most Influential Women In Corporate America by Savoy Magazine, one of AdWeek’s 2020 Women Trailblazers and one of New York’s Most Outstanding Corporate Citizens. Links: LinkedIn URL: https://www.linkedin.com/in/singleton-beato-835bb14/ Twitter: https://twitter.com/singleton_beato
57:0015/02/2023
Episode 250: Being Transparent and Living a Life with No Regrets Featuring Healthwell Acquisition Corp.’s Alyssa Rapp
As a child gymnast, and later a dancer, Alyssa Rapp, Chief Executive Officer and Director of Healthwell Acquisition Corp., learned early on about discipline. It’s carried her through her life and into her career. As the author of the book, “Leadership and Life Hacks: Insights from a Mom, Wife, Entrepreneur & Executive”, Alyssa shares her insights about getting the best out of your day. Alyssa is a believer that we are all responsible for setting the tone for our days. She makes her needs a priority and puts the oxygen mask on herself first so that she can serve her family, friends, and coworkers better. She also values her quiet time and gets through tough situations by managing expectations. For Alyssa, scheduling is everything. If she is going to work out, she puts it on her calendar. If her kids have an event she needs to attend, it has a set place in her schedule. As a young gymnast, she also learned to overcome her fears, and now she really loves a challenge. She gives life all she can with no regrets. Alyssa also shares with us her principle of mission, vision, and values. She feels that it’s vital for everyone in an organization to share common goals and transparency. When she gives her all, she finds that it inspires others to do the same. Join us to learn a lot of life hacks to help you be more focused, fearless, and organized. Visit https://www.gobeyondbarriers.com where you will find show notes and links to all the resources in this episode, including the best way to get in touch with Alyssa. Highlights: [02:45] Alyssa’s background and why she wrote a book [07:33] Achieving balance through prioritizing [13:09] Managing stakeholder expectations [18:36] Making yourself a priority [21:54] Overcoming Mom guilt [27:02] The cost benefit analysis of your choices [31:52] How to take risks [39:31] Activating the power of community [44:41] Lightning round questions Quotes: “It’s no one’s job to set the tone for my day but me.” – Alyssa Rapp “At this point in my life, the quiet is to me the fulcrum of life and cherished time.” – Alyssa Rapp “Commit to the end before you start, then do.” – Alyssa Rapp Lightning Round Questions: What book has greatly influenced you? “Personal History” by Katharine Graham What is your favorite inspiring quote or saying? “If your dreams don’t scare you, they’re not big enough.” Also, “Success is not final, failure is not fatal, it’s the courage to continue that counts.” (Winston Churchill) What is one word or moniker you would use to describe yourself? Persevering What is one change you've implanted that made your life better? Patience What power song would you want playing as you walk out onto a stage? “Pride (In the Name of Love)” by U2 About Alyssa Rapp: Alyssa Rapp serves as the Chief Executive Officer and Director of Healthwell Acquisition Corp. I. Ms. Rapp served as Chief Executive Officer of Surgical Solutions, a B2b healthcare services business providing non-clinical surgical services to hospitals, from 2018-2021. As CEO, Ms. Rapp led a successful turnaround of the enterprise, driving 21% sales growth with 90% customer retention. Ms. Rapp has also served as an independent director of Elevate Women’s Health, a portfolio company of Shore Capital Partners, since October 2020. From 2015-2018, Ms. Rapp served as the founder & CEO of Bottlenotes, Inc., a leading interactive media company. Starting in 2015, Ms. Rapp served as the Managing Partner of A JR Ventures, a strategic advisory firm for family offices and private equity firms on market development, digital and e-commerce strategies for select portfolio companies. Ms. Rapp has served as a lecturer-in-management at Stanford University’s Graduate School of Business since 2014 and Adjunct Professor of Entrepreneurship at the University of Chicago’s Booth Business School since 2019. Ms. Rapp earned a B.A. in Political Science and the History of Art from Yale University in 2000 and an M.B.A. from Stanford University’s Graduate School of Business in 2005. She is the author of Amazon Bestseller, Leadership and Life Hacks: Insights from a Mom, Wife, Entrepreneur & Executive (ForbesBooks, October 2019). Links: Website: https://alyssarapp.com/ LinkedIn URL: https://www.linkedin.com/in/alyssa-rapp-3b2aa7/ Twitter: https://twitter.com/AlyssaRapp Instagram: https://www.instagram.com/alyssajrapp/
49:0408/02/2023
Episode 249: Creating Opportunities for Others and Working with Intention Featuring Sarah Chen-Spellings, Co-Founder of Beyond The Billion
Sarah Chen-Spellings had the rare opportunity to know what it was like to be a success from a young age. By 9, she was already a TV host in Malaysia, and by 25, she was wise beyond her years and already part of teams writing multi-million investment checks. After her father died, she was called to manage the family business and quickly learned the art of grit, resilience, and the power of business from this experience. However, before her father died, he encouraged her to work in the corporate world. Through that experience, she learned to turn her convictions into her work and believes that having a strong community and positive mentors are important for success. She believes it is necessary to help other women and people of color move up the ladder and create opportunities for them to be a part of upper management that was once not possible. Even with all of her successes, Sarah can still feel like she’s failing sometimes. She honestly shares why and how she focuses on what’s possible to overcome these feelings. She also shares how she evaluates risks, manages her time, and puts family first. Referring to herself as an activated accidental feminist, “Go big or go home” is a motto for Sarah, and we learn how true that’s been for her life in this podcast. Visit https://www.gobeyondbarriers.com where you will find show notes and links to all the resources in this episode, including the best way to get in touch with Sarah. Highlights: [02:52] Sarah’s background [11:59] Finding courage when you feel like you’re failing [16:58] The importance of community [20:57] How to build authentic relationships [24:55] Evaluating opportunities and rising to meet them [28:48] Executing lofty goals and time hacks [32:02] The toll of task switching [34:12] Setting boundaries around time [38:15] Joining passions with work [45:02] Lightning round questions Quotes: “My style is to go big or go home always, and if I’m going to do something, I’m going to do it well.” – Sarah Chen-Spellings “Change, growth, and progress will cost a lot and I do it for my WHY. And that's what drives me is the fact that I know I just have something big here to be done.” – Sarah Chen-Spellings “Choosing your partner is the most important career decision you can make.” – Sarah Chen-Spellings Lightning Round Questions: What book has greatly influenced you? “The Psychology of Money” by Morgan Housel What is your favorite inspiring quote or saying? “The most common way most people give up power is to believe they have none.” What is one word or moniker you would use to describe yourself? Audacious What is one change you've implemented that made your life better? Not waiting for the perfect time. What power song would you want playing as you walk out onto a stage? “Haghame” by Golazin About Sarah Chen-Spellings: Based in Washington DC, investor & entrepreneur Sarah Chen-Spellings is Co-Founder of Beyond The Billion (launched as The Billion Dollar Fund for Women), the world's first and largest global consortium of over 100 venture funds and limited partner investors that have pledged to invest and are actively deploying beyond $1B towards women-founded companies. In under two years, the consortium has deployed $638M and counting into close to 800 female-founded companies, of which 11 have been recognized as unicorns. Previously, she was on the pioneer team of a corporate venture capital unit within a $13B publicly traded Asian conglomerate, investing in later-stage biotechnology companies. Since then, she has been at the forefront of multi-million cross border investments, structuring and executing commercialization plans with her portfolio companies. Determined to see more women at the helm, she sits on multiple boards, including 131 & Counting, a bipartisan effort encouraging more women to run for office in the US; and Lean In Malaysia, which she co-founded, a platform accelerating women into leadership in Malaysia. Named Young Global Leader of the World Economic Forum and Forbes Under 30 VC, Chen-Spellings is a recognized speaker, strategist and commentator on venture capital, startups and women in leadership, having been featured on Forbes, Fortune, Bloomberg, Der Spiegel, United Nations et al, and is a celebrated host on the show and podcast #BillionDollarMoves backed by the Hubspot Podcast Network. Sarah holds a Bachelor of Laws, LL.B (Hons.) from King’s College London. Links: Websites: https://beyondthebillion.com/ https://sarah-chen.com/ LinkedIn: https://www.linkedin.com/in/sarahchenglobal/ Facebook: https://www.facebook.com/SarahChenGlobal/ Instagram: https://www.instagram.com/sarahchenglobal/ https://www.instagram.com/beyondthebillion/ Twitter: sarahchenglobal, @beyondbillion
50:2901/02/2023
Episode 248: Making an Impact and Affecting Change with Michele Ruiz, CEO, Co-Founder of BiasSync
Michele Ruiz has seemingly done it all. But in reality, while she’s been very successful in multiple fields, she’s really an expert at bringing the right people together to fulfill the vision at hand. Michele’s background is in broadcasting and has had a very successful career as a news anchor. She wanted to make an impact through broadcasting by affecting change and worked toward helping other Latinas in the industry. However, she’s an entrepreneur at heart and found herself co-founding a science-based technology company focused on enabling organizations to effectively assess and manage unconscious bias in the work environment. She’s an expert at seeing gaps and coming up with solutions. During our conversation, Michele vulnerably shares about how the loss of her infant son 20 years ago changed her perspective on everything. From that experience, as an optimist, she learned to take calculated risks because after experiencing that loss–”What’s the worst that can happen?” She believes in the importance of focusing on gratitude as a key to her survival. Her joyfulness comes through in the time she spends with us in this podcast. Join us as she shares her insights about how you don’t have to have all the answers to move forward toward success. Visit gobeyondbarriers.com where you will find show notes and links to all the resources in this episode, including the best way to get in touch with Michele. Highlights: [02:53] Michele’s background [05:33] How Michele gained clarity about her pursuits [11:43] The loss that defined Michele’s life [14:29] The “Holy Hour” practice [18:17] Building strategic relationships [24:09] Curbing your anxiety about networking [26:00] Michele’s daily rituals of success and having gratitude [30:53] Tying your passions into work [35:52] Lightning round questions Quotes: “You don’t always have to have the answers, but recognize if you could just identify the right people and build from there, that’s a great thing.” – Michele Ruiz “I realized from the long term I could have a bigger impact having companies.” – Michele Ruiz “Passion is what keeps you going on the toughest days.” – Michele Ruiz Lightning Round Questions: What book has greatly influenced you? “The Go-Giver” by Bob Burg and John David Mann What is your favorite inspiring quote or saying? “When you were born, the people around you were laughing and you were crying. Live your life so that when you die, you’re the one who is laughing and the people around you are crying.” What is one word or moniker you would use to describe yourself? Tenacious What is one change you've implemented that made your life better? More sleep. Eight hours of sleep. What power song would you want playing as you walk out onto a stage? "Eye of the Tiger" by Survivor About Michele Ruiz: Michele is an entrepreneur, best-selling author, and sought-after speaker at conferences around the world. Michele’s wide range of ventures include co-founding BiasSync, a science-based technology company designed to enable organizations to effectively assess and manage unconscious bias in the work environment. She is a trusted advisor to senior executives at Fortune 20 multinational corporations and some of today’s highest profile thought leaders and elected officials. Michele’s passions range from mitigating unconscious bias using scientifically validated methodologies to exploring leading-edge technologies. She is widely recognized and sought out as a subject matter expert in empowerment, entrepreneurship, sophisticated communication strategies, and diversity, equity, inclusion, and accessibility (DEIA). In addition to her work with BiasSync, Michele leads Ruiz Strategies, a certified minority-owned (MBE) and woman-owned (WBE) business, headquartered in Los Angeles, California, with operations in Washington, D.C., and Houston, Texas. The firm specializes in change management and DE&I consulting for large corporations and government agencies. Michele’s deep entrepreneurial experience has been instrumental in her quest to educate, inspire, and empower business owners. Her online mentoring program, Possibility Architect©, is designed for female entrepreneurs determined to scale their businesses over $1 million in annual revenue with corporate and government clients, drawing upon her own experience and success. Michele founded her first company, SaberHacer.com, a bilingual expert-based “how-to” educational broadband site for U.S. Latinos online. She launched the successful video-on-demand site to provide quality information for U.S. Latinos when she determined a void of culturally relevant content for Hispanics. Her mission has always been simple: to do what she can to help people and change lives. Before becoming an entrepreneur, Michele Ruiz enjoyed a long career as an award-winning broadcast journalist and received 16 Emmy nominations during her news broadcasting career, 5 Emmys, 4 Golden Mikes, and LA Press Club Awards. A prominent keynote speaker on a wide range of topics, Michele inspires and motivates her audiences with singular, compelling storytelling skills —all drawn directly from her own life experiences. Some of the topics Michele speaks about include business communication, unconscious bias, entrepreneurship, leadership, and empowerment. Michele has been a member of the Association of Transformational Leaders since 2016, and has spoken at major conferences around the world in the United States, Sweden, Singapore, India, and Turkey, to name a few. She is widely quoted and featured as a sought-after thought leader in major media outlets, including Forbes, CNN, The New York Times, and many others. Michele regularly shares insights with more than 100k followers through her many communication outlets, including blogs, videos, and more. Michele’s first book, Content Marketing for Lawyers, was published in 2016. The best-seller helps attorneys use powerful content marketing and social media strategies that Michele has developed for her Fortune 20 corporations to attract more clients and become a legal thought leader. “It may well be the most valuable business development book you will ever read,” is just one of the many reviews of the book. Links: Website: https://micheleruiz.com/ LinkedIn URL: https://www.linkedin.com/in/micheleruiz1/ Twitter: https://twitter.com/micheleruiz01 Facebook: https://www.facebook.com/MicheleRuiz. PublicFigure Instagram: https://www.instagram.com/micheleruiz/ YouTube: https://www.youtube.com/c/MicheleRuiz/videos
41:2525/01/2023
Episode 247: Working with Your Inner Voice Featuring Author, International Speaker, Self- Intelligence Coach, and Former Dental Oncologist, Dr. Jessica Metcalfe
As a dentist, Dr. Jessica Metcalfe had to intentionally manage and minimize her perfectionism. Through this work, she started on a journey of understanding her inner voice. Today, she talks about what she’s learned along the way from dentist to coach. According to Dr. Metcalfe, there is power in our inner voices. She tells us about two theories behind how our inner self speaks to us and how the imposter syndrome plays a part in the way we view ourselves. In this podcast, Dr. Metcalfe teaches us to reframe our inner voice and stop using the word “just” to downplay our accomplishments. Helping high achieving women find and listen to their inner voices is Dr. Metcalfe’s passion. Through this experience, she’s able to share with us how to reframe our doubts and failures and set up a community of support around us. Sit back and listen to all the gems Dr. Metcalfe shares with us in this episode. Visit https://www.gobeyondbarriers.com/ where you will find show notes and links to all the resources in this episode, including the best way to get in touch with Dr. Metcalfe. Highlights: [02:17] How Dr. Metcalfe started focusing on depression[07:03] Listening to your inner voice[11:23] Questioning her move from dentist to coach[14:48] Managing your inner voice[18:17] Starting to navigate you inner work[21:44] Dealing with your inner voice during doubts or failures[27:51] Building a new community of support[32:21] Working through perfectionism[37:13] Lightning round questions Quotes: “I had to change how I viewed myself first before I was able to step in and be able to help others.” – Dr. Jessica Metcalfe “When someone is starting to navigate their inner voice and they start to notice it, building that self awareness is your first step.” – Dr. Jessica Metcalfe “Your brain requires tangible information to start to remind you that you are in fact capable.” – Dr. Jessica Metcalfe Lightning Round Questions: What book has greatly influenced you? “The Giver” by Lois Lowry What is your favorite inspiring quote or saying? “Be the person that when your feet touch the floor in the morning, the devil says, ‘Shit, they’re up.’” (Dwayne Johnson) What is one word or moniker you would use to describe yourself? Fierce What is one change you've implanted that made your life better? Prioritizing sleep What power song would you want playing as you walk out onto a stage? “King” by Florence and the Machine About Dr. Jessica Metcalfe: Dr. Jessica Metcalfe is an author, international speaker, self-intelligence coach and former dental oncologist. She has recently finished her first book called, Speak Kindly, You're Listening. Her mission: to unlock and empower the inner voices of high-achieving women by navigating through imposter syndrome, perfectionism, burnout and that dark mental chatter. Dr. Jessica’s experience working with cancer patients, being an education director, certified life coach, and her own mental health journey has allowed her to show hundreds of women that they can conquer their negative inner voice personally and professionally. She has given keynote speeches and presentations to University of Toronto, Boston University, Key Media, Women in Wealth Management, and Princess Margaret Cancer Centre among other international organizations and companies. Links: Website: www.drjessicametcalfe.com LinkedIn URL: https://www.linkedin.com/in/dr-jessica-metcalfe-873b671b5/ Facebook: https://www.facebook.com/jessica.metcalfe.56829/ Instagram: https://www.instagram.com/drjessicametcalfe/
41:0618/01/2023
Episode 246: Owning Your Power with Jennifer Brown, Founder and CEO of Jennifer Brown Consulting (JBC)
Jennifer Brown’s path in life unexpectedly changed early on. She thought she would find her fulfillment as an opera singer, but fate had other plans. After experiencing issues with her singing voice, she now helps everyone around her find their own unique voices in work and life. This podcast is jam-packed with insights about thriving in today’s workplace. As an expert in diversity, equity, and inclusion (DEI), Jennifer shares with us how she finds motivation and creates communities of inclusion. She thinks it’s important that you let your voice be heard and find out what you’re a leader in. Jennifer gives us great tips on developing your own personal brand and standing up in your power. She talks to us about how she connects talent with companies and gives back to her community through education. She doesn’t really believe in gurus because she feels there is wisdom in all of us. Join us as we learn so much more from Jennifer. Visit gobeyondbarriers.com where you will find show notes and links to all the resources in this episode, including the best way to get in touch with Jennifer. Highlights: [02:53] How the performing arts paved Jennifer’s path [09:14] Becoming an expert in the DEI space [15:03] Motivating self and others [19:29] Working with a diverse team [23:05] Developing your own brand and owning your power [35:00] Creating a community of inclusion [43:12] Letting all voices be heard [46:54] Lightning round questions Quotes: “As adults, we have to be able to connect concepts to our learned experience.” – Jennifer Brown “Be willing to be shaped by the moment.” – Jennifer Brown “A lot of us write our own books to figure out our own story.” – Jennifer Brown Lightning Round Questions: What book has greatly influenced you? - “Flawless Consulting” by Peter Block What is your favorite inspiring quote or saying? - Say yes, and go figure out how. What is one word or moniker you would use to describe yourself? - Light and illuminating What is one change you've implanted that made your life better? - Digging deep to build my team. What power song would you want playing as you walk out onto a stage? - “Golden” by Jill Scott About Jennifer Brown: Jennifer Brown (she/her) is an award-winning entrepreneur, speaker, author, and diversity and inclusion expert who is deeply passionate about building more inclusive workplaces where more of us can feel welcomed, valued, respected, and heard. As the Founder and CEO of Jennifer Brown Consulting (JBC), a certified woman- and LGBT-owned firm, Jennifer and her team design and execute inclusion strategies that have been implemented by some of the biggest companies and nonprofits in the world. She is also the bestselling author of two books, Inclusion: Diversity, The New Workplace and The Will to Change (2017) and How To Be An Inclusive Leader: Your Role in Creating Cultures of Belonging Where Everyone Can Thrive (2019), a shortlist winner of the O.W.L. Award, and winner of the 2019 Nautilus Book Awards' Business & Leadership category. She also recently co-authored a groundbreaking book on diversity, equity and inclusion in society with thought leader and fellow bestselling author, Rohit Bhargava. The book, Beyond Diversity: 12 Non-Obvious Ways To Build A More Inclusive World, is a 2022 Axiom Award Gold Medal Winner in the Women/BIPOC Category, a Wall Street Journal bestseller, a 2022 Nautilus Silver Award Winner in the Multicultural and Indigenous Category, a 2022 Hermes Creative Awards Platinum Winner, a 2022 Foreword Indies Awards Finalist in the Multicultural Category, and one of Inc Magazine’s 22 Books to Read (or Reread) in 2022. Jennifer’s podcast, The Will to Change, is downloaded by nearly 15,000 listeners per month, and she is a sought-after keynote speaker and expert for leading research institutions and business schools. She lives in New York City with her partner of over 20 years, Michelle. You can learn more at www.jenniferbrownspeaks.com. Links: Website: https://jenniferbrownspeaks.com LinkedIn URL: https://www.linkedin.com/in/jenniferbrownconsulting Twitter: https://twitter.com/jenniferbrown Facebook: https://www.facebook.com/jenniferbrownspeaks/ Instagram: https://www.instagram.com/jenniferbrownspeaks
57:3311/01/2023
Episode 245: Advancing By Taking Risks with TriNet’s Chief People Officer, Catherine Wragg
Meet Catherine Wragg, Chief People Officer at TriNet who shares how self-awareness and smart risk taking helped her achieve career success. Coming from a traditional environment, Catherine had to grow into the risk-taker she is today. Throughout her career, she took on challenges, betting on herself and her ability to learn. Whether it was switching to new industries or taking on risky projects, Catherine stepped into the unknown with curiosity and optimism. That’s what helped her rise to the C-suite after starting her career in the payroll department. Catherine leads with a deep desire to make a bigger impact. She expertly navigated the challenges posed by the pandemic and created an environment where Trinet employees would thrive, adapting the culture and workplace to accommodate the new normal. Catherine lives her life with hope and belief in a better tomorrow. Visit https://www.gobeyondbarriers.com where you will find show notes and links to all the resources in this episode, including the best way to get in touch with Catherine. Highlights: [02:21] Catherine’s formation story [07:04] Working for The Armani Group [11:49] What led to Catherine’s success [15:50] Making important decisions for her career [20:03] Being a leader in HR during COVID [26:21] A new world of work after COVID [29:41] Balancing work and home life [33:18] Lightning round questions Quotes: “You have to take time for yourself and then digest all that you're seeing, feeling and hearing to be able to provide perspective or create an environment that allows folks to be their best selves.” – Catherine Wragg “It's really about trying to get as organized as you can about what's to come.” – Catherine Wragg “COVID was a unique impact to the organization that's actually transformed the way we work entirely.” – Catherine Wragg Lightning Round Questions: What book has greatly influenced you? “The Book of Hope: A Survival Guide for Trying Times” by Douglas Carlton Abrams and Jane Goodall and “The Year of Magical Thinking” by Joan Didion What is your favorite inspiring quote or saying? “Lasting change is a series of compromises, and compromise is all right as long as your values don’t change.” by Jane Goodall What is one word or moniker you would use to describe yourself? Empathetic leader What is one change you've implanted that made your life better? Realizing I can’t do it all on my own, and it’s okay to ask for help. What power song would you want playing as you walk out onto a stage? “Competent” by Demi Lavato About Catherine Wragg: Catherine Wragg joined TriNet in 2017 and currently serves as the Chief People Officer at TriNet, overseeing learning and development, People (HR) operations and compliance, talent acquisition, compensation and analytics, and internal People (HR) support to the business. Previously, Catherine served as the senior vice president of Business Development at Giorgio Armani Corporation, where she collaborated with the CEO on various business strategies, including the management of the e-commerce channel for North America. Earlier at Giorgio Armani, she was the senior vice president of Human Resources at A|X Armani Exchange. Catherine led the integration of A|X into Giorgio Armani following its acquisition by Giorgio Armani Group. Prior to that, she was the senior vice president of Human Resources and Administration at Tower Group International, Ltd., where she was responsible for establishing and growing an internal HR function to support a rapid growth property and casualty insurance company. Catherine partnered with her colleagues on two successful initial public offerings and integrated various acquisitions. She supported 18 offices throughout the U.S. and Bermuda. Catherine studied English at Northern Arizona University. She is a former board member of the Insurance Industry Charitable Foundation. Links: LinkedIn URL: https://www.linkedin.com/in/catherine-wragg-84a2012/
36:3321/12/2022
Episode 244: The Art of Prioritization and Asking Questions as a CEO with Maricella Herrera Avila, CEO of Ellevate Network
Maricella Herrera Avila grew up in Mexico working in male-dominated fields. While she didn’t immediately know that leadership was her path, she eventually found herself as CEO of Ellevate Network, the largest community for women at work focused on creating a culture of equity and inclusion in business. In this episode, Maricella tells us about her path to becoming a CEO, starting with her previous career in banking. After she realized this field wasn’t for her, she set out on a path of curiosity and discovery that led her to where she is today. Learn how she turned a love for puzzles and how things fit together into her current role as CEO. Maricella had to switch her definition of success from what she learned from her upbringing. Instead, she focuses on learning along the way and both giving and taking when she’s networking. She’s always asking questions and listening to what people have to say. We learned a lot from Maricella’s journey and know you will too. Visit https://www.gobeyondbarriers.com where you will find show notes and links to all the resources in this episode, including the best way to get in touch with Maricella. Highlights: [02:31] Maricella’s path to CEO [07:41] Gaining clarity about her definition of success [13:45] Dealing with criticism and having a support system [17:56] Overcoming limiting beliefs [22:57] Prioritizing to get things done and taking ownership at work [28:04] Asking for help and networking [31:48] Embracing curiosity [33:17] Continuing to learn and staying ahead of the game [37:48] Lighting round questions Quotes: “If you can help one or two or a few people, that to me becomes success.” – Maricella Herrera Avila “If we could get people to understand their role and take ownership of that, then the whole work and prioritization becomes a little easier.” – Maricella Herrera Avila “A lot of what I’ve been doing lately is just listening.” – Maricella Herrera Avila Lightning Round Questions: What book has greatly influenced you? “The Little Prince” by Antoine de Saint-Exupéry and “Thanks for the Feedback” by Douglas Stone and Sheila Heen What is your favorite inspiring quote or saying? “Those who don’t know their history are bound to repeat it.” What is one word or moniker you would use to describe yourself? Authentic What is one change you've implanted that made your life better? Becoming a runner. What power song would you want playing as you walk out onto a stage? “Just a Girl” by No Doubt About Maricella Herrera Avila: Maricella Herrera Avila is the CEO of Ellevate Network, the largest community for women+ at work focused on creating a culture of equity and inclusion in business. She oversees overall business operations, growth and strategy, and works closely with Ellevate's Chapter Leaders, Business Partners, and Champions to further Ellevate's impact. As a strategy executive with 15 years of experience building and scaling teams, brands and businesses, Maricella has led the creation of impactful programming such as the annual Mobilize Women Summit, which reaches thousands of professionals across the globe and is supported by some of the world’s leading companies. Maricella is also the host of the Ellevate Podcast, Conversations with Women Changing the Face of Business. Through her 10-year career at Ellevate Network, she has managed the business through an acquisition, a re-brand, and a full operational/workforce transformation. Prior to Ellevate, Maricella held several positions in real estate banking at Banamex, Citi’s Mexican subsidiary, where she worked on providing credit funding for low income housing development projects in the north of Mexico. Maricella received a BA in Financial Management from ITESM in Mexico and an MBA from Columbia Business School. Links: Website: https://www.ellevatenetwork.com/ LinkedIn URL: https://www.linkedin.com/in/maricellaherreraa/ Twitter: https://twitter.com/mherreraavila Podcast: https://www.ellevatenetwork.com/podcasts/
44:3314/12/2022
Episode 243: How Sports Shaped Kraft Analytics Group’s CEO Jessica Gelman’s Career and Made Her a Leader
Jessica Gelman learned a lot about structuring her time and connecting people when she was a point guard for her basketball team at Harvard. Now, she’s a busy CEO, leader and mom who’s great at organizing her time and others. In this conversation about leading, sports and relationships, Jessica shares her success secrets and staying connected. Jessica has always been involved in sports and feels like it has shaped who she is. Being first at something doesn’t bother her at all, in fact, she thrives on being different. As a mom, she finds prioritizing her time to be one of her biggest challenges. She loves to help people, but tells us about how she has come to terms with balancing helping others with spending time with her family. She feels mentors and sponsors come in all shapes, sizes, and backgrounds. Join us in this interesting conversation about leadership in today’s world that you don’t want to miss. Visit https://www.gobeyondbarriers.com where you will find show notes and links to all the resources in this episode, including the best way to get in touch with Jessica. Highlights: [02:41] Jessica’s background [10:32] Secrets to her success & what she loves about sports [11:15] Helping others and prioritizing time [15:08] The barriers women face at work [21:54] Overcoming limiting beliefs [25:44] Daily habits of success [28:57] Being a leader [32:44] The role mentors has played in her career [37:33] Lighting round questions Quotes: “I have found that data is an equalizer and leveled the playing field for me in the business world.” – Jessica Gelman “The concept of coaching is really important.” – Jessica Gelman “I think my role is to clear out obstacles and enable people to do their jobs better.” – Jessica Gelman “There are a lot of different ways to define mentors or supporters or sponsors.” – Jessica Gelman Lightning Round Questions: What book has greatly influenced you? “Atlas Shrugged” by Ayn Rand What is your favorite inspiring quote or saying? “Having confidence in myself is the difference between happiness and constant questioning.” What is one word or moniker you would use to describe yourself? Connector What is one change you've implanted that made your life better? Listening fully. What power song would you want playing as you walk out onto a stage? “All Fired Up” by Pat Benatar About Jessica Gelman: Jessica Gelman is an experienced CEO, industry leader, and entrepreneur with a data-driven, customer-centric approach to innovation. She is the CEO of Kraft Analytics Group (KAGR), a technology and services company that helps sports & entertainment organizations get analytics right – increasing value and impact along the way. KAGR’s data management platform, analytics and strategic services is driving industry redefinition through data and technology. KAGR’s clients include all major US professional leagues, colleges, industry movers and in 2021, partnered with J.P. Morgan Private Bank. Prior to KAGR’s creation in 2016, Jessica joined the Kraft Family in 2002 working for the sports properties (New England Patriot, Gillette Stadium and New England Revolution) where she led business operations, marketing, & strategy for Kraft Sports & Entertainment. Jessica co-founded and continues to co-chair the highly regarded MIT Sloan Sports Analytics Conference, the first and largest analytically focused sports conference. Previous speakers have included President Barack Obama, Adam Silver, Steve Ballmer, Nate Silver, and many other sports and analytics luminaries. Jessica has received recognition for her leadership and innovation, including the 2014 Sports Business Journal “Forty under 40” which honors the most promising young executives in sports business under the age of 40 and in 2012 Sports Business Journal’s “Game Changers,” which honors women who are leading and innovating in sports business. Jessica earned an MBA from Harvard Business School and a BA, cum laude from Harvard College. While at Harvard, she was selected as Harvard Female Athlete of the Year and in 2018 was honored as an Ivy League Legend of Basketball. She is an elected board member of the Harvard Varsity Club. Additionally, she is a board member for Peace Players International and Shooting Touch. Gelman and her wife have two sons and reside in the greater Boston area. Links: LinkedIn URL: https://www.linkedin.com/in/jessica-gelman/
43:5407/12/2022
Episode 242: The Importance of Life Plans and Goal Setting with Gemini Builds It!’s Courtney Wright
Courtney Wright didn’t expect to be a leader, but she has distinguished herself with both grit and grace. With supportive parents who told her she could do anything she set her mind to, it never occurred to her that being a woman could hold her back. And it didn’t. She founded CDW Merchants, the leading provider of 3D visual retail displays and e-commerce gift packaging for the nation’s top retailers, including Kate Spade, Sperry’s and Club Monaco. In 2016, Courtney packaged CDW for the last time and sold it to a billion-dollar global company. Listen as she shares what she’s learned about what it takes to be a great CEO: landing the biggest deals, hiring the best people, and staying grounded in vision. She recently launched her inspired podcast, Lady Boss by Courtney Wright. Courtney is a big believer in using life plans and written goals to get where you want in life. Routines define her days, including her typical 430am rise to gain an edge with a few more productive hours. She focuses on customer-centered values and the top 20 relationships in her life, and she listens and gives generously. She’s a calculated risk-taker who is both thorough and thoughtful about the moves she makes. I learned so much from Courtney today about making plans and following through, and we hope you do too. Visit https://www.gobeyondbarriers.com/ where you will find show notes and links to all the resources in this episode, including the best way to get in touch with Courtney. Highlights: [02:33] Courtney’s journey [04:10] How she narrowed in on her goals [06:47] Forming a life plan [08:17] Becoming a leader [09:22] Overcoming imposter syndrome [11:31] Building a personal brand [16:33] Taking risks [19:02] Staying grounded [21:17] Building relationships [23:30] Being the only female leader [26:42] Being bold as a female leader [28:29] Lightning round questions Quotes: “Your subconscious brain is 60,000 times more powerful than your conscious brain.” – Courtney Wright “The biggest investment I ever made in my business was peer to peer learning.” – Courtney Wright “The time away from your task list is when you move your career and plans forward.” – Courtney Wright “I take away as much stress in my life as I can because that’s not what I operate the best.” – Courtney Wright Lightning Round Questions: What book has greatly influenced you? I’m a skimmer, so any build-to-sell book. What is your favorite inspiring quote or saying? “If you do the work and grind every day and do the time, everything happens.” What is one word or moniker you would use to describe yourself? Grind/hustle What is one change you've implanted that made your life better? I try to delegate everything but genius. What power song would you want playing as you walk out onto a stage? Anything by Prince. About Courtney Wright: Courtney Wright has the equation for success … stay curious, listen to feedback, fail a lot and make time for friends and family. Coco’s (all her friends call her Coco) tenacity begins at 4:30AM when she begins to connect the dots. She’s always laser focused on her master plan. The five-decade old business bombshell is New England born, but calls Illinois home after attending Lake Forest College. She founded CDW Merchants, the leading provider of 3D visual retail displays and e-commerce gift packaging for the nation’s top retailers, including Kate Spade, Sperry’s and Club Monaco. In 2016, Courtney packaged CDW for the last time and sold it to a global billion-dollar company. Free time isn’t her thing … quickly she jumped on an opportunity to buy a company she worked with closely, a vendor to CDW. The downtime didn’t last long, in 2016 she bought Gemini Builds It (F/K/A Gemini Moulding). Since the deal closed, she saved 60 jobs, bought a business to close the gap on outsourcing and offered 401K and continuing education to the staff. Gemini is housed in a 50,000 square-foot manufacturing center in Elgin, but Courtney has her mind set to double the growth of the business in a year and bring the sales team to Chicago ... she's one woman making manufacturing cool in Chicago. Wright wants women to know they can have their cake and eat it too. She has been married to her life and business partner, Larry, for the past 21 years. They live in Winnetka and have two sons. She prides herself on never missing either of her boys sporting events and stopping to smell the sweet scent of success. Links: Website: https://www.geminibuildsit.com LinkedIn: https://www.linkedin.com/in/courtneywright1/ Instagram: https://www.instagram.com/stories/ladyboss.podcast/2969347327464033922/ & https://www.instagram.com/courtneywright.co/
32:0530/11/2022
Episode 241: Optimistic Insights from Entrepreneur and Founder of GrowthQ, Esther Ayorinde-Iyamu
To get ahead and make an impact, you must know your value and have clarity on your ‘why’. Esther Ayorinde-Iyamu, Founder of talent matching platform GrowthQ shares the key factors that have driven her entrepreneurial success, including her experience as a dancer for the LA Clippers, San Francisco 49ers, and New York Jets. She attributes her success to concentrating on good things coming to her and a focus on people, innovation, and creativity. Esther formed her first startup at age 19 from her college dorm. Her network was key to her success, and she describes the importance of depositing more into relationships than you withdraw. Esther has a clear definition of the differences between coaches, sponsors, and mentors that you will find helpful as you search for each one to help you succeed. Visit https://www.gobeyondbarriers.com/ where you will find show notes and links to all the resources in this episode, including the best way to get in touch with Esther. Highlights: [01:43] Esther’s background[04:55] How Esther started her company and being an entrepreneur[09:25] What Esther learned dancing for the NBA[14:11] An entrepreneur at 19 years old[18:31] Building self confidence and overcoming fears[20:30] The difference between coaches, sponsors, and mentors[25:47] Giving back to your network and knowing your why[28:30] Acknowledging our privileges [31:40] Bringing value to any situation[33:14] Lightning round questions Quotes: “An intrapreneur is someone who is an entrepreneur but within an organization.” – Esther Ayorinde-Iyamu “You have to deposit five times the amount you withdraw from your network.” – Esther Ayorinde-Iyamu “Whoever you are, you bring value and you need to figure out what that is.” – Esther Ayorinde-Iyamu Lightning Round Questions: What book has greatly influenced you? “You Are Badass at Making Money: Master the Mindset of Money” by Jen Sincero What is your favorite inspiring quote or saying? “God doesn’t call the qualified, he qualifies the called.” What is one word or moniker you would use to describe yourself? Creator What is one change you've implanted that made your life better? Morning affirmations What power song would you want playing as you walk out onto a stage? “I’m Okay” a song by my younger sister About Esther Ayorinde-Iyamu: Esther Ayorinde-Iyamu is Founder of GrowthQ, a matching platform for mentorship, diverse interviewers-aaS, and tech sales talent. Esther also recently joined as General Partner for VC firm, 1Flourish. Esther is a 16 year Silicon Valley tech veteran, a 7 year NFL and NBA Dancer, and investor known for her wellness advocacy, her connected tech industry network, and her Go-To-Market expertise. Esther was recognized as Diversity Women Magazine’s Power 100 executives and The Network Journal’s 40 Under 40 list. She was the first Black Dance Captain in franchise history of the New York Jets and started her first startup at 19 years old in her dorm room at Santa Clara University. As a Go-To-Market thought leader, Esther has been a featured guest lecturer at Stanford University, UC Berkeley, Santa Rosa Community College as well as a guest speaker at companies like Facebook, Gong, Snowflake, Cisco, Clozd, and Braze. Her new company, GrowthQ is dedicated to helping close the wage and wellness gaps for underrepresented tech talent by succeeding in a career in tech sales. Links: Website: www.growthq.co LinkedIn: https://www.linkedin.com/in/esther-ayorinde/ Twitter: https://twitter.com/EstherAAyorinde Facebook: https://www.facebook.com/esthera.ayorinde Instagram: https://www.instagram.com/iamestherayorinde/
37:2118/11/2022
Episode 240: Beyond Barriers Founders’ Story
McKinsey estimates that there is 3 trillion dollars of economic opportunity that we are missing out on because women aren’t fully empowered at work. And yet, the data clearly shows that when women lead, share performance and profits go up 50%. Results are more powerful when everyone is empowered. This is the insight that brought the four founders of Beyond Barriers together. We came from diverse leadership backgrounds with a common goal: to close the gender gap at work and expand economic opportunity for everyone. Listen to co-founders and friends Nikki Barua, Laura Ricketts, Brooke Skinner Ricketts, and Monica Marquez discuss their journey to build the world’s only career fitness platform and help women go further, faster. Visit https://www.gobeyondbarriers.com where you will find show notes and links to all the resources in this episode. Highlights: [00:41] Founders’ introduction [01:00] Closing the gender gap mission [03:26] Monica's path to forming Beyond Barriers [05:17] Nikki’s journey to following her dreams [07:31] The birth of Beyond Barriers [09:39] The gender gap is not just a diversity issue [10:58] How Beyond Barriers helps companies [12:16] The power of the collective [14:48] How Laura entered the Beyond Barriers organization [16:19] Each team members’ power song Quotes: “What if we could truly democratize access for millions of women around the world?” – Nikki Barua “The gender gap actually reduces GDP worldwide.” – Nikki Barua “There's more power when everyone is fully empowered.” – Brooke Skinner Ricketts “There's no way that any enterprise can fully reach its full potential or any society can reach its full potential without individuals reaching their full potential.” – Laura Ricketts About Nikki Barua: Nikki Barua is a digital innovator, serial entrepreneur, author & speaker. LinkedIn: https://www.linkedin.com/in/thenikkibarua/ Website: https://www.nikkibarua.com/ Facebook: https://www.facebook.com/thenikkibarua/ Instagram: https://www.instagram.com/thenikkibarua/ About Monica Marquez: Monica Marquez is a senior corporate leader, ex-Googler, and diversity expert. LinkedIn: https://www.linkedin.com/in/themonicamarquez/ Website: https://themonicamarquez.com/ Facebook: https://www.facebook.com/TheMonicaMarquez/ Instagram: https://www.instagram.com/themonicamarquez/ About Brooke Skinner Ricketts: Brooke Skinner Ricketts is a c-suite executive, growth strategist and board director LinkedIn: https://www.linkedin.com/in/brookericketts/ About Laura Ricketts Laura Ricketts is an entrepreneur, investor, political activist and community advocate LinkedIn: https://www.linkedin.com/in/laura-ricketts-734953230/
17:5510/11/2022
Episode 239: Taking Risks and Failing Forward with Ingrid Kiefer, Canyon Partners, LLC
Life is not about being perfect. You’re going to make mistakes, especially if you take risks. Our guest Ingrid Kiefer shares insights into her success at work. She believes in taking risks early in your career where the potential failures will not be as impactful as further down the line. Ingrid has created her own opportunities and found success in being authentic and accountable. Ingrid shares stories of how taking ownership creates the right outcomes for the business and for your career. Grounded by her family, Ingrid tells us how important our personal lives are to success at work. She also talks about how there is power in saying no, not only for our personal boundaries but for the person who needs to know if they can count on you. Join us as we learn from Ingrid how to take risks, fail forward, and be ourselves at work. Visit https://www.iambeyondbarriers.com where you will find show notes and links to all the resources in this episode, including the best way to get in touch with Ingrid. Highlights: [02:02] How Ingrid got into finance[08:00] The process of choosing what's right for her[09:47] Finding confidence in her career[11:23] Authenticity at work[16:52] Career advice to other women[20:27] Tolerating bad behavior[22:42] Making tough decisions[26:35] How to deal with failure[29:40] Staying grounded[34:33] Building solid relationships[36:21] Power of saying no[37:28] Favorite book[38:29] Favorite quote[38:52] Moniker[39:52] Habit that changed Ingrid’s life[40:00] Power song Quotes: “None of the large decisions are made without accomplishing a bunch of little tasks.” – Ingrid Kiefer “You’re not going to have a 100% success rate in your job.” – Ingrid Kiefer “Fail early, fail small. Fail later, fail big.” – Ingrid Kiefer “Make small promises and keep them.” – Ingrid Kiefer Lightning Round Questions: What book has greatly influenced you? “Inside Story” by Martin Amix What is your favorite inspiring quote or saying? There’s more harm done in indecision than the wrong decision. What is one word or moniker you would use to describe yourself? Authentic. (What you see is what you get.) What is one change you've implanted that made your life better? Setting aside time to handle the business of being a family. What power song would you want playing as you walk out onto a stage? “Welcome to the Jungle” by Guns N’ Roses About Ingrid Kiefer: Ms. Kiefer is Head of the Business Development and Client Relations group. Ms. Kiefer oversees all marketing and investor services globally for Canyon, as well as spearheading corporate communications for the firm. Prior to joining Canyon in 2009, Ms. Kiefer was Director of Marketing at Satellite Asset Management, where she was focused on global business development for the firm’s pension and consultant clients. Prior to Satellite, she worked at Drake Management and BlackRock. She started her career at Fischer Francis Trees and Watts as a product specialist in fixed income. Ms. Kiefer graduated from Yale University (B.A., English).
41:4326/10/2022
Episode 238: Establishing Feedback Loops to Fast Track
Let’s face it, hearing about how we are doing once a year at a performance review isn’t enough. In order to be our best, we need more frequent feedback. The bad thing about feedback is many of us are afraid of it and avoid it. This isn’t good because constructive feedback statistically leads to more pay and being offered higher positions. In this podcast, Monica Marquez gives us some pointers on how to deal with getting feedback, and she suggests who we should be asking to give it. Finally, she coaches us on how to ask for feedback. Listen in if you’re missing this critical element for achieving more success. Visit https://www.iambeyondbarriers.com where you will find show notes and links to all the resources in this episode. Highlights: [00:21] Performance reviews and feedback [03:09] Seeking feedback and seeing it as a gift [07:50] How feedback leads to promotions and more compensation [09:35] How to leverage your community to receive feedback [10:17] Getting right with yourself and define the feedback you want [16:05] Choosing the right people to get feedback from [17:03] Determining your approach when asking for feedback Quotes: “How much are you really going to grow if you’re only getting feedback once or twice a year?” - Monica Marquez “If you’re continuously building this muscle of always asking for feedback, you're able to pivot and shift and grow at a much faster rate.” - Monica Marquez “We have to shift our mindset of thinking about feedback as a gift.” - Monica Marquez About Nikki Barua: Nikki Barua is a digital innovator, serial entrepreneur, author & speaker. Website: https://www.nikkibarua.com/ Facebook: https://www.facebook.com/thenikkibarua/ Instagram: https://www.instagram.com/thenikkibarua/ LinkedIn: https://www.linkedin.com/in/thenikkibarua/ Twitter: https://twitter.com/NikkiBarua About Monica Marquez: Monica Marquez is a senior corporate leader, ex-Googler, and diversity expert. Website: https://themonicamarquez.com/ Facebook: https://www.facebook.com/TheMonicaMarquez/ Instagram: https://www.instagram.com/themonicamarquez/ LinkedIn: https://www.linkedin.com/in/themonicamarquez/ Twitter: https://twitter.com/themmarquez
20:5824/10/2022
Episode 237: Latina GRIT on Wall Street with Bank of America’s Patricia Pacheco De Baez
Bank of America’s Patricia Pacheco De Baez has grit. She learned it from her fierce Latina mother, who taught her to work hard and strive for excellence – something Patricia has carried with her throughout her career journey. Patricia started as a temp in the financial industry, always grateful for every opportunity she was given – whether big or small. All she needed was a “foot in the door.” Once there, she began to stand out and advocate for herself early in her career. At the age of 25, she did her research, gathered up the courage to ask for pay equity, and got it. It’s easy to see how she’s moved up the career ladder. Patricia currently holds the title of Managing Director for NYC Private Bank, Market Leader & Diverse Segment Champion at Bank of America. Listen as Patricia walks us through her professional journey and how she learned not to give up on her dream. She’s a big proponent of mentors and sponsors and practices being open and honest with them, so they get the most out of their time together. Patricia is a risk taker and isn’t afraid to make big moves, and she shares with us why she thinks working hard and striving for excellence are the keys to success. Visit https://www.iambeyondbarriers.com where you will find show notes and links to all the resources in this episode, including the best way to get in touch with Patricia. Highlights: [02:46] Patricia’s background and key lessons she’s learned[10:37] Patricia’s diverse career path[15:41] What Patricia looks for in a position[22:04] How to be direct about your ask[25:17] Advocating for yourself[32:33] Being honest with your mentors[40:12] Finding confidence to make bold moves[43:26] Patricia’s move into management[52:28] The importance of working hard[55:00] Striving for excellence[58:54] Lightning round questions Quotes: “Education is the instrument for us to break the cycle of poverty and accomplish our dreams.” – Patricia Pacheco De Baez “Every time I’m very comfortable in a role, I ask myself, ‘What else can I do?’” – Patricia Pacheco De Baez “If you don’t advocate for yourself, who will?” – Patricia Pacheco De Baez “Every one of us has something to bring to the table that differentiates us and makes us unique.” – Patricia Pacheco De Baez Lightning Round Questions: What book has greatly influenced you? “Extreme Ownership” by Jocko Willink and Leif Babin and Maya Angelou’s poem, “Still I Rise”. What is your favorite inspiring quote or saying? “In the moment of turbulence and darkness, just remember… it’s not just about You.” What is one word or moniker you would use to describe yourself? Grit What is one change you've implanted that made your life better? Meditation What power song would you want playing as you walk out onto a stage? “This Girl is on Fire” by Alicia Keys About Patricia Pacheco De Baez: Patricia Pacheco is a Market Leader & Diverse Segment Lead in NYC Private Bank. In this role she drives business development strategies focusing on the wealth management needs of high net worth families in the areas of investment management, estate planning, banking and credit. Prior to this role, she was responsible for Latin America and European large corporate subsidiaries in Global Corporate Investment Bank. In this role, she drove more than 316% growth in revenues since 2014 when she joined the firm. Some of her clients included Bimbo, Cemex, Diageo, EssilorLuxottica, Gerdau and Unilever. Pacheco was also a member of Bank of America’s Global Corporate Banking Subsidiaries Management Committee. Prior to joining Bank of America, Pacheco worked at J.P. Morgan Treasury Services for seven years where she was responsible for coverage of financial institutions (FIs), public sector and non-bank FIs operating in Mexico City. Previously she led the strategy and execution of cash management product sales for Latin America and served as the relationship manager for Latin America FIs subsidiaries and branches in the United States. Before working at J.P. Morgan, Pacheco spent six years at American Express Bank as a relationship manager covering FIs in the United States and Canada. Pacheco has been actively involved in leading many Hispanic and employee network initiatives throughout the course of her career. She currently serves as co- chair of Bank of America’s Hispanic Latino Executive Council and emeritus chair of the firm’s Hispanic Network Executive Advisory Board (HOLA NY). Pacheco also serves as a member of the YMCA USA National Board & ALPFA NY Senior Leadership Council. Pacheco has received numerous awards for her business experience and volunteerism including Bank of America’s “Outstanding Employee Network Leader Award” (2015), as well as Bank of America’s “Global Diversity & Inclusion Team Award” (2017) and “Global Diversity & Inclusion Individual Award” (2018) – two of the firm’s most prestigious employee honors. She also was the recipient of the “Young Hispanic Corporate Achiever Award” (2016) from the Hispanic Association of Corporate Responsibility and was recognized as a “Women’s of ALPFA (Association of Latino Professionals for America) Rising Star” (2018-2019). Pacheco holds an M.B.A. from the Kellogg School of Management at Northwestern University. She graduated with a bachelor’s degree in business administration from Manhattanville College with dual majors in international business and Latin America studies.
01:05:3119/10/2022
Episode 236: Going Beyond Optical Diversity
Diversity has been a topic of discussion in the workplace for some time. But, do we really understand what hiring a diverse workforce means? In this podcast, Monica Marquez explains the concept of optical diversity and why we need to move beyond it. Instead, we need to focus on cognitive diversity, which focuses on a mix of ethnicity, education, socioeconomic background, and more. Join Monica in this important discussion about how cognitive diversity can lead to more profits and the value diversity brings to Gen Z. Highlights: [00:34] Global Diversity Awareness Day [02:11] Going beyond optical diversity [03:42] Establishing a culture of cognitive diversity [08:05] Research behind the business case for diversity [10:10] Three trends investors look at for human capital disclosures [12:12] Diversity stats [14:57] Gender diversity leads to more profit [16:11] What leaders understand about diversity [17:57] The growth mindset [19:49] People are your biggest investment Quotes: “Cognitive diversity is getting a mix of ethnicity with education, industries, upbringing, socio-economic backgrounds, geographic backgrounds, etc.” - Monica Marquez “You can eliminate the idea of groupthink by building teams that have true diversity of thought.” - Monica Marquez “48% of Gen Z are considered racial or ethnic minorities.” - Monica Marquez About Nikki Barua: Nikki Barua is a digital innovator, serial entrepreneur, author & speaker. Website: https://www.nikkibarua.com/ Facebook: https://www.facebook.com/thenikkibarua/ Instagram: https://www.instagram.com/thenikkibarua/ LinkedIn: https://www.linkedin.com/in/thenikkibarua/ Twitter: https://twitter.com/NikkiBarua About Monica Marquez: Monica Marquez is a senior corporate leader, ex-Googler, and diversity expert. Website: https://themonicamarquez.com/ Facebook: https://www.facebook.com/TheMonicaMarquez/ Instagram: https://www.instagram.com/themonicamarquez/ LinkedIn: https://www.linkedin.com/in/themonicamarquez/ Twitter: https://twitter.com/themmarquez
21:2517/10/2022