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Episode Directory

December 2011

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Melissa Albers

Melissa Albers is CEO of Ngenio USA, LLC, a management consulting firm with offices in the United States, and Canada. Melissa recruits talent to represent the MPO Personality Assessment Solution, and manages the US Partner Base of Distributors, Associates, and Consultants. In her private consulting practice, Melissa specializes in improving the most important yet complex part of any organization - its people. Her clients benefit from straight, no nonsense consulting, honest diagnosis of key issues and people, and measured results. Her seminars and consulting support range from executive teams to manufacturing floor environments. By coaching and leading, Melissa shows individuals and organizations how to reach their goals by playing on their natural personality and behavioral strengths. Clients and seminar participants also learn their blind spots, and how to manage those blind spots within their roles to assure the organization’s plans and strategies will be fully executed. Melissa Albers CEO Ngenio USA, LLC www.Ngenioworld.com www.linkedin.com/pub/melissa-albers/1/566/b30 612-751-2115 (cell) 612-816-3511 (ofc) View Guest page

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Steve Baker

Steve Baker is the Vice President of The Great Game of Business, a division of employee-owned SRC Holdings Corp. He speaks nationally on topics of Open-Book Management, Business Literacy and Employee Engagement. He also serves on the Steering Committee for SRC’s Ownership Culture Initiative. Steve holds a degree in Design from Missouri State University, and invested 18 years traveling the U.S. in marketing & branding roles with ‘closed book’ businesses in preparation for his tenure at The Great Game. ABOUT THE GREAT GAME OF BUSINESS The Great Game of Business, Inc. provides affordable training and coaching services on the best practices of Open-Book Management and business literacy. We offer publications, products, tools, and sponsor a international conference and recognition program to identify and celebrate exceptional Open-Book companies. The Great Game’s chief visionary, Jack Stack, is the coauthor with Bo Burlingham of two best-selling books; The Great Game of Business (Currency/Doubleday, 1994) and A Stake in the Outcome (Doubleday, 2002). The Great Game of Business and our parent company SRC Holdings has hosted more than 4,000 companies from around the world -- including Southwest Airlines, Harley-Davidson and Whole Foods Market -- prompting BusinessWeek to label SRC Holdings as a "Management Mecca." The Great Game of Business and Open-Book Management have recently been profiled in the Wall Street Journal & New York Times, featured on MSNBC & PBS News Hour, selected as one of the 100 Best Business Books and chosen as the #1 Most Innovative Business Practice by INC Magazine. View Guest page

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Clark Bellin

Clark is a financial services professional with a proven track record of helping clients implement wealth-management strategies that reflect their goals, values and objectives. He serves his clients’ business and personal financial goals with specialized experience in building portfolios, tax-effective investments, retirement planning and estate planning. Bellin has evolved into a leading source of financial information for both print and broadcast media throughout Nebraska and the nation. He has appeared in national publications such as SmartMoney and Investment News, while also serving as the local financial spokesperson for the ABC affiliate in Omaha. Clark is a Certified Investment Management Analyst (CIMA), the highest standard in investment consulting expertise endorsed by the Wharton School of Business at the University of Pennsylvania. He also is a Certified Investment Management Consultant (CIMC) endorsed by George Washington University in Washington, D.C. The CIMA designation represents the top level of credibility, integrity and knowledge of investment portfolio management. Fewer than 3,000 consultants in the U.S. and Canada have attained this designation, which requires rigorous ongoing education for re-certification every two years. View Guest page

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Frank Bucaro

Frank Bucaro is a leading authority on helping organizations create values-based, high performance cultures that understand the relationship between ethics and business. Frank has wowed audiences all across the U.S. for the past 20 years with his straight-forward approach to ethics in business. Walk into any of his presentations and you will hear the audience laughing out loud at the humorous examples Frank uses to demonstrate the importance of taking the high road for long-term personal and professional success. You won’t find another ethics expert like this! Frank combines his education and experience with his unique humor that he learned in part from growing up in a household led by a full blooded, Sicilian father View Guest page

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Will Burnett

Will is a Partner with Owner Resource Group (www.orgroup.com). Over his career in private equity and management consulting, he has advised more than 25 businesses, from family owned manufacturing and distribution companies to Fortune 500 retail, pharmaceutical, and transportation companies on strategic, financial, sales and marketing, and operational matters. He came to Owner Resource Group from Harris Preston and Partners, a private equity investment firm, where he evaluated over $200 million of transactions. Will was previously a management consultant with a strategy consulting firm in New York City and an operations consultancy in Dallas. As a consultant, he helped shape the marketing strategy for a Fortune 100 healthcare company, advised over 20 international operating units of a global biopharmaceutical company on new product launch plans, and directed various components of a Fortune 500 company's supply chain operation, netting his client annual procurement savings in the tens of millions of dollars. Will began his career with Accenture (previously Andersen Consulting) in their Client Financial Management practice. Will received his M.B.A. from the Darden School of Business at the University of Virginia and his B.B.A. in finance from the University of Texas at Austin. View Guest page

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Bud Carter

Bud Carter, for more than 20 years, was an award-winning broadcast news director and anchorman for several radio and television stations in the Midwest. Later, from 1975 to 1980, Mr. Carter served as co-owner and General Manager of WTAZ-FM, a radio station in Peoria, Illinois. He was also the co-owner, Publisher and Editor of The Peoria Press, a weekly business and political journal. From 1981 until 1989, Mr. Carter was an owner and General Manager of Transitions, Inc., a corporate outplacement company in Atlanta, Georgia. Mr. Carter was recruited in 1987 to be the initial Chairman of the Vistage International, a worldwide organization established to provide a ”think tank” like forum for company Presidents and CEOs to share ideas on ways to improve the management and profitability of their businesses. Vistage International operates in major cities throughout the United States, Australia, Australia, Brazil, France, Germany, Italy, Malaysia, Mexico, the United Kingdom and Japan. Worldwide, the organization has more than 15,000 company president and CEO members. Mr. Carter continues to serve as Chairman and meet with non-competing CEOs, presidents and key executives who discuss how to improve their business. Mr. Carter serves on the board of directors of Creative Storage Systems, Inc., the Springs Newspapers, and the Rockbridge Commercial Bank. A great jazz music fan, Carter strives for mediocrity on the racquetball court and has spent a lifetime in pursuit of the perfect barbecue. View Guest page

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Suzanne Damon

Suzanne Damon is one of the most experienced and knowledgeable real estate agents in the nation. Named by THE WALL STREET JOURNAL and BARRONS BUSINESS REVIEW (June 2005) as a top producing Certified Luxury Home Marketing Specialists. This honor is earned as the result of enhanced creative marketing, client feedback relating to rapport and outstanding levels of service, and her ability to produce results with an effective business plan. Suzanne carries her earned designations of ABR, CLMHS, CDPE and CRS. Suzanne´s in-depth training includes special real estate courses such as Real Estate Practice, Economics, Financing, Property Management, Legal Aspects, Real Estate Appraisal, Real Estate Investments, 1031 Exchanges, Taxation, certified distressed property expert, and Creative Financing. She is well educated through experience, in understanding the emotional needs as well as the financial goals of any client. Suzanne has founded two very successful organizations. The first, Co-owner of her own real estate Company in Hooksett, NH from 1986-2000. Suzanne and her husband develop properties. DAMON HOMES, LLC specializes in the development of raw land for enhancement in the community. On a personal level, Suzanne has been married to an incredible man who supports her successes and has carried her over her obstacles, for 26 years. They raise 3 children together. She is just as dedicated to structure, education and Christian family values in her home as well as her business. Family times are spent camping, skiing, cruising and praying. View Guest page

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Christopher G. Didier

Christopher G. Didier, CFA is a Managing Director and team leader within Baird’s Private Asset Management group in Milwaukee, Wisconsin. Chris was recognized in 2007 and 2008 by Worth Magazine as one of the top Wealth Advisors in the country. He has more than 18 years of experience in the financial services industry. Mr. Didier provides investment consulting services to wealthy families across the country. Having been a portfolio manager himself, Mr. Didier adds valuable insight into current and long-term market conditions and helps clients position their portfolios accordingly. During his career at Baird, Mr. Didier received the prestigious G. Frederick Kasten Jr. award for outstanding client service four times. He has been recognized as an outstanding financial advisor in Wisconsin by R.J. Shook, whose Winner’s Circle books have ranked the industry’s top financial advisors for more than 11 years. Mr. Didier received a B.S. in Education from the University of Wisconsin and his MBA from the University of Chicago. He is also a CFA charter holder and a member of the CFA Institute, the Investment Management Consultants Association and the CFA Society of Milwaukee. Mr. Didier is active in his community and is a member of TEC, a national organization for CEOs and business owners. He serves on the Board of First Stage Children’s Theatre, the City of Mequon Economic Development Board, and is Chairman of Baird’s Investment Consulting Advisory Board. In his free time, he enjoys spending time with his wife, Lori and their four children Jack, Teddy, Mike and Anne. View Guest page

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Steve Epner

Steve Epner is an adjunct instructor of Entrepreneurship at Saint Louis University. Steve has authored or coauthored 7 books, over 800 articles and has made over 400 presentations to business and association audiences. Steve currently helps organizations find new answers to old questions. His most requested program is "Making Thunder." Thunder comes from lightning and lightning is sparked by ideas. In this economic environment, you need lots of new ideas to succeed. Steve provides a solid foundation and easy to use tools that help all stakeholders come up with ideas that can positively impact the future. In 1976, Steve started his own business. He founded the Independent Computer Consultants Association, was a founding member of the EDI Coalition of Associations and he created the Distribution Solutions Council. In 1994, Steve's firm merged with Brown Smith Wallace, a business and financial advisory firm. Today, they have over 200 employees in 3 offices. The firm works nationwide from their headquarters in St. Louis MO. More information is available at www.bswllc.com. View Guest page

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Talbot H. Gee

Talbot H. Gee Executive Vice President & C.O.O. Heating, Airconditioning & Refrigeration Distributors International (HARDI) Talbot moved to Columbus, OH to join HARDI in 2006 after serving as Executive Director for wholesale distributor trade associations in the security hardware, horticultural supplies, and general aviation industries for five years as part of an association management company based in Philadelphia, PA. In his role as HARDI’s Executive Vice President, Talbot oversees the association’s new and ongoing efforts to increase distributor members’ competitive advantage, and that of their committed supplier partners and customers, in their respective markets through proprietary education and professional development, benchmarking and market data analyses, government affairs and advocacy, and the exchange of proven best practices. Talbot regularly writes for industry and distribution publications and oversees HARDI’s official blog, ‘Wholesale Observations’. He has also represented HARDI’s membership in front of a wide array of audiences speaking on the value of wholesale distribution, government affairs trends and updates, specific issue briefs, and emerging HVACR opportunities. After graduating from Johns Hopkins University in Baltimore, MD with a B.A. in political science in 1997, Talbot worked for a telecommunications trade association based in Washington, DC, and during his tenure there he was married to his wife, Peggy with whom he’s raising three daughters. Talbot’s hobbies include spoiling his girls, very amateur furniture building, and the enjoyment of an occasional cigar. View Guest page

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Merit Gest

Merit Gest is President of Merit-Based Development, a Denver based company that works with business leaders, teaching them to become “Previvors in Business.” She is uniquely qualified to deliver retention & revenue enhancing programs as a certified consultant with MultiHealth Systems and Barrett Values Centre which makes her one of a small handful of people in the world merging Emotional Intelligence and Cultural Transformation Tools to ensure that her clients have accurate data to challenge assumptions, create new possibilities and make better business decisions. She is a member of The National Speakers Association, has been a Vistage member since 1999 and is now a Vistage speaker. View Guest page

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Joel Greenwald

Joel Greenwald, Managing Partner in the law firm Greenwald Doherty LLP, has made labor relations and employment law the focus of his legal career. He began his career at Curtis, Mallet-Prevost, Colt & Mosle LLP, a large corporate firm with an international reputation. Not long afterwards, he founded his own law firm, with the intention of representing management on the many legal issues that arise out of the employer/employee relationship. The law firm continues to grow at an impressive pace. Greenwald has been designated with a prestigious “AV” rating by Martindale Hubbell. Mr. Greenwald has also recently been awarded the coveted Best Attorney Award for 2010, as well as Best Employment Attorney Award for 2010 by the New York Enterprise Report. Greenwald has been involved in many employment-related litigations, and built a distinguished record of early dismissals, effecting significant financial savings to his clients. He vigorously defends clients against all types of claims brought by current and former employees, including those arising from allegations of discrimination, harassment, and violation of such laws as Title VII of the 1964 Civil Rights Act, the Americans with Disabilities Act, the Family Medical Leave Act, the Fair Labor Standards Act and the National Labor Relations Act. He also aggressively pursues claims on behalf of employers who have been victims of trade secret and confidential information theft, violation of restrictive covenants and other civil wrongs by former employees. He has built a reputation for efficient and responsive representation of a clientele that includes businesses in a wide variety of fields, including manufacturing, retail, fashion, financial, advertising, entertainment, aviation, education, health and beauty, hospitality, health care, transportation, technology and the construction industry. One of Greenwald’s chief concepts for his boutique law firm has been to assist employers in avoiding litigation altogether, by providing consulting services that equip management with the tools needed to assure compliance with all relevant federal, state and local workplace regulations. Accordingly, Greenwald has developed an innovative variety of legal services and trainings for human resources departments that include assistance with the creation of corrective business practices and documentation, as well as training in legally appropriate interaction between management and employees. View Guest page

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John Hamilton

John Hamilton is a confirmed 'negotiating junkie' from a small country town in Western Pennsylvania. His negotiating experiences include real estate, commercial construction, private consulting and public service. John has conducted negotiating workshops in 49 of the 50 states and 4 Canadian provinces. His book, KEEP Negotiating, is a desk reference for good negotiators everywhere. The hallmark of John's programs is that they are rich in practical content and presented with a touch of energy and humor. View Guest page

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Jonathan K. Hsu

As Chief Executive Officer of Recyclebank, Jonathan is responsible for the overall operations and strategic direction of the company. Most recently, Jonathan was the Chief Executive Officer of 24/7 Real Media (NASDAQ: TFSM), the leading global digital marketing company purchased by WPP in 2007 for $649 million. Prior to his 11 year tenure at 24/7 Real Media, Jonathan spent time as an M&A investment banker at JP Morgan Securities. Jonathan is a member of the World Economic Forum Future of the Internet Council, as well as The Paley Center for Media, and the Vistage CEO global community. Jonathan holds an AB in Economics from Harvard University, and a MBA in Strategic Management and Finance from the Wharton School at the University of Pennsylvania. View Guest page

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AmyK Hutchens

With over 800 presentations to 20,000+ executives in 7 countries, AmyK Hutchens is the brain brilliant woman offering up a unique perspective on leadership and sales. AmyK ignites brilliance in individuals, teams and leaders. AmyK has served as Senior Executive Vice President, Operations for one of the largest sales and marketing firms in the U.S., Director of Education for Europe and Australasia for a 900 million dollar consumer products company, and she has been a chosen member of National Geographic's Educator Advisory Committee. Her company won 5 Telly Marketing Awards and the Summit International's Award for Creativity in 2008. AmyK has been a featured guest on numerous TV and radio networks including NBC, Fox and ABC for her brain-based commentary on current events. As CEO and Intelligence Activist of AmyK, Inc., she travels the world helping companies and individuals grow profitably! View Guest page

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Kraig Kramers

As a nationally-known speaker for 20 years, Kraig Kramers speaks to CEOs, universities and management groups 100 times each year. His topics include tools that dramatically accelerate profitable business growth, tools for doing acquisitions that work and ways to strategically position companies for success. Kraig was recently named Speaker of the Year out of nearly 2,000 speakers by TEC Worldwide, the pre-eminent management coaching firm. Kraig's recent speaking engagements have included such notable organizations as: Tulane University's Business School MBA class, the City and Regional Magazine Association, The Executive Committee (TEC), Parenting Publications of America, the Society of American Florists, American Landscape Contractors Association, the Inland Press Association, University of North Carolina at Chapel Hill Business School, Young Presidents Organization (YPO), Young Entrepreneurs Organization, the American Rental Association, the American Society of Pension Actuaries, Roosevelt University' Business School, National Precast Concrete Association, the Association of Equipment Distributors and many, many others. Kraig has been CEO of eight companies in widely diverse industries during the past 20 years and he's negotiated over 70 acquisitions in his career, so he speaks on topics that he's personally experienced. He guided a spectacular turnaround at Snapper (lawnmowers) from a $54 million loss in one year to a profit of over $13 million the next — during a recession and in a long-term declining industry. Kraig is president and CEO of Corporate Partners Inc., the leading business acceleration consulting firm, based in Atlanta. He also coaches CEOs. Having been a frequently published writer in various business magazines and newsletters as well as a nationally-recognized business speaker, Kraig has now written a published book: CEO Tools: The Nuts-n-Bolts of Business for Every Manager's Success. Kraig also serves on ten company boards of directors/advisors and is an acknowledged authority on creating, improving and joining boards. He is an active member of TEC Worldwide (The Executive Committee) and affiliated with the Association for Corporate Growth. View Guest page

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Philip Liebman

Philip Liebman brings to his work with CEOs and business leaders his experience as an accomplished senior executive, organizational development and leadership coach, marketing and business consultant, writer and seasoned entrepreneur. He is a nationally recognized speaker and leads CEO workshops on “Fiscal Leadership.” Phil has been a Group Chair for Vistage, The World’s Leading Chief Executive Organization, since 2004. Mr. Liebman has helped launch several equity-funded startups, where he was instrumental in developing business and marketing plans and assisted in raising capital. Philip has served as general manager and a key advisor to a US Congressional Campaign; was the cofounder and president of Blue Moon Brands, a food manufacturer and importer, was a board-level advisor to LearnToReadOnline.com, a distance learning company; a member of the senior management team of Maxverse International, a consumer electronic and technology subsidiary of Toymax International (acquired by Jakks Pacific, Inc. JAKS); a cofounder and CEO of ecoMedia Publishing Enterprises; and the former President and Chief Creative Officer of Mailographic Company, Inc./MDirect Advertising. He also founded a commercial photography studio in NYC and launched an independent jazz recording label. During his 20 years with Mailographic/MDirect he worked with industry leaders in the financial services, publishing, telecommunications, consumer products, entertainment and hi-tech sectors — providing innovative, ROI-driven solutions in the areas of customer acquisition and retention, corporate communications and print and mail production management. He also advised clients on product development, brand positioning and brand management strategies. View Guest page

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Harry Moser

Harry Moser founded the Reshoring Initiative to help companies better understand the full cost of offshoring and the benefits of reshoring in the expectation that they would then bring more manufacturing jobs back to the U.S. Largely due to the success of the Reshoring Initiative, Harry was inducted into the Industry Week Manufacturing Hall of Fame 2010, joining Jack Welch, Steve Jobs, Lee Iacocca, et al. Harry worked for GF AgieCharmilles, the leading producer of EDM and HSM machine tools, starting as President in 1985 and retiring 12/31/10 as Chairman Emeritus. He writes and speaks nationally on how to strengthen the skilled manufacturing workforce, strategies for competing with LLC countries, strategies for revitalizing U.S. manufacturing, and on the impact on manufacturing of Pres. Obama's and Congress' actions and policies. He has been on CBS and Lean Nation radio, quoted in the Wall Street Journal and USATODAY and in numerous articles in the industry and supply chain press and spoken at a broad range of conferences, including at the National Press Club. Harry is on the board of NIMS (credentials for skilled manufacturing) and is President of SMTS (Swiss Machine Tool Society). He received a BS in ME and an MS in Engineering at MIT in 1967 and an MBA from U. of Chicago in 1981. View Guest page

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Edgar Papke

Edgar Papke is a globally recognized thought leader and expert in leadership development and organizational alignment. He is a sought after CEO and executive coach, organizational alignment consultant, and keynote speaker. His clients include CEOs and executives of small to large multi-national, and Fortune 500 organizations. He works with leaders and their teams to implement change and improve their alignment of strategic intention, culture, and leadership. Edgar is the creator and author of the Performance Alignment System™. He trains and teaches consultants, coaches, and Human Resource professionals on a global basis. Mr. Papke has contributed to the development of leaders and executive teams throughout the world. He teaches workshops and retreats for CEOs and their teams, focusing their efforts on creating the sustained change required to build and successfully lead aligned organizations. He has received wide recognition for his development of the Performance Alignment System™, providing a breakthrough and unique systemic approach to organizational alignment, change, and performance. As an award-winning speaker and facilitator, Edgar is widely recognized for his authentic style and innovative approaches to leadership, organizational culture, and the creative management of change and conflict in complex business environments. Over the past twenty years, as a speaker, trainer and facilitator, he has delivered over 2,000 keynote speeches, presentations, and workshops. In 2006, he was recognized as International Speaker of the Year by Vistage International, U.K. Vistage is the leading membership organization for Chief Executives with over 15,000 members worldwide. View Guest page

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Raul Pupo

Raul Pupo is an entrepreneur, author, speaker, and consultant who has done business throughout much of the world. Raul also serves on the advisory board of a boutique investment firm working in the fields of general and financial strategy serving companies in the information technology industry. His business experience spans over 30 years founding and operating companies in the field of information technology. In each case, these companies achieved success on the strength of Raul’s service philosophy as they were all modestly capitalized while competing against the giants of the technology world. Raul’s prior ventures have each been acquired by Fortune 500 companies. Raul has also served as an adjunct professor in management information systems, a reviewer for peer-reviewed journals, and as a board member advising the information technology institutes of several universities. Raul has a BBA in industrial management, an MBA in information systems and has completed all course work for an MS degree in technology management. He has authored many white papers for practitioners in business and his articles have been published in various magazines, journals, and newspapers. Raul’s recent book America’s Service Meltdown: Restoring Service Excellence in the Age of the Customer has been hailed by both world-class business people and leading academics. Raul’s business focus is helping corporate clients resolve complex service issues. RaulPupo@aol.com View Guest page

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David Meerman Scott

David Meerman Scott's book "The New Rules of Marketing & PR" opened people's eyes to the new realities of marketing and public relations on the Web. Six months on the BusinessWeek bestseller list and published in more than 25 languages from Bulgarian to Vietnamese, "New Rules" is now a modern business classic. Scott's popular blog and hundreds of speaking engagements around the world give him a singular perspective on how businesses are implementing new strategies to reach buyers. His new book "Real-Time Marketing & PR" achieved #2 on the Wall Street Journal bestseller list upon release in November 2010. He is a recovering VP of marketing for two publicly traded technology companies and was also Asia marketing director for Knight-Ridder, at the time one of the world’s largest newspaper and electronic information companies. David has lived and worked in New York, Tokyo, Boston, and Hong Kong and has presented at industry conferences and events in over twenty countries. Check out his blog at www.WebInkNow.com or download his free ebook ebook Real Time: How Marketing & PR at Speed Drives Measurable Success http://www.davidmeermanscott.com/documents/Real_Time.pdf View Guest page

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Jaynie L. Smith

Jaynie L. Smith is the CEO of Smart Advantage, Inc., a marketing/ management consultancy whose clients range from mid-sized companies to Fortune 500 companies. She consults nationally and internationally with many CEO’s and high level executives in helping businesses define their competitive advantages. She has served as a keynote speaker for numerous associations. She resides in Hollywood, Florida. Radio Host of Mind Your Biz Today, broadcasted on 880AM The Biz – South Florida’s only station dedicated strictly to business (www.MindYourBizToday.com) Author of the best selling Creating Competitive Advantage, published by Doubleday, 2006, 35,000 plus hours experience consulting CEO’s & 15 Top Performer Awards for CEO coaching. Featured in Entrepreneur, Industry Week, Investors Business Daily & Business Strategies Magazine among many other magazines and newspapers. 20 years experience working with Fortune 500 companies. Appeared on several business shows including Fox Business News, ABC World News This Morning & MSNBC .Selected by TEC/Vistage, an organization of 14,000 CEOs worldwide, as one of the 50 most influential people of their first 50 years. Her Competitive Advantage proprietary workshop was selected as one of the leading new courses for the 2007 curriculum for the American Management Association. Selected to deliver Microsoft Office Live Seminars 2007 with speakers such as Michael Gerber, Stephen Covey, Marshall Goldsmith, Jack Canfield & Jim Kouzes Guest on Bloomberg Radio, WABC Radio “Brinker Show,” & NPR affiliate WLRN among scores of other radio shows View Guest page

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William B. Stockwell

William B. Stockwell became President of Stockwell Elastomerics in 1980. Modest by nature, he has transformed a 90-year old company into a manufacturing success story through hard work and taking a hard look at his customers and the global business environment. Stockwell Elastomerics, Inc. is a custom manufacturer of silicone rubber and elastomeric components for demanding requirements in the technology equipment sector. We offer in-house custom molding, die cutting and water jet cutting capabilities. Stockwell Elastomerics, Inc. assists the engineering staffs of its customers by providing material recommendations, samples and prototyping. Customers who benefit the most from our capabilities are OEMs in the technology sector who utilize innovation to be competitive in their markets. We provide application engineering assistance, rapid prototyping and fast-turn initial production. Our staff responds quickly and our systems are designed to deliver reliably within our ISO9001:2000 quality management system. View Guest page

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Patrick Ungashick

Patrick is a founding partner and the President of White Horse Advisors. He has focused on helping business owners for close to 20 years. His experience includes working with closely‐held businesses from several million to nearly half a billion in gross revenues per year. Patrick is the author of Dance in the End Zone: The Business Owner’s Exit Planning Playbook, has spoken to hundreds of business owners groups and been quoted in a variety of national and local media including Wall Street Journal, New York Times, Financial Week, Bloomberg Wealth Manager, The Atlanta Business Chronicle and others. View Guest page

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Nicki Weiss

A certified professional leadership coach, master trainer, and workshop leader, Nicki Weiss brings over 25 years of experience to sales leaders and teams. Clients are delighted with the results they see, based on her ability to help them create practical strategies and effective tactics that drive more revenue. Since 1992, Nicki has worked with more than 15,000 sales professionals including manufacturers, distributors, manufacturers' rep firms, pharmaceuticals and biotech. Clients describe her coaching and training style as fun, energetic, challenging, warm, grounded in common sense and focused on results. Earlier in her career, Nicki held sales and sales leadership positions, consistently achieving top-ranking status. Nicki is a thought leader in the areas of sales, leadership, and team development. She is a regular contributor to industry trade publications, speaks at conferences throughout North America, and hosts the wildly popular educational teleforums for industry associations. Nicki co-chaired the International Coach Federation’s PRISM award committee, recognizing corporations committed to organizational excellence through coaching their executives and senior management teams. Outside work, Nicki's hobbies include regular exercise, gardening, and skiing, all of which are hard on the knees and remind her that life is about the journey, not the destination. View Guest page

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Jade C. West

Ms. West is Senior Vice President-Government Relations for the National Association of Wholesaler-Distributors. NAW is a federation of more than 80 regional, state and local associations representing more than 40,000 merchant wholesaler-distributor companies throughout the 50 states. Ms. West is the senior lobbyist for NAW, advocating the interests of the wholesale distribution industry in Washington both on Capitol Hill and with executive branch departments and agencies. She is Executive Secretariat of the 1,000-member Tax Relief Coalition, of the Coalition for Affordable American Energy and of the LIFO Coalition. She also serves on the Management Committee of Coalition for a Democratic Workplace (CDW), which leads the opposition to organized labor’s effort to remove secret ballot elections from union certification elections and force employers into binding “interest arbitration” in negotiating contracts. She also managed the Start Over! Coalition of more than 225 business organizations opposed to the health care reform bills just enacted, telling Congress to Start Over! and get health care reform right. Before joining NAW in 2002, Ms. West was a senior aide on Capitol Hill for more than twenty years. She served first as Executive Director of the U.S. Senate Steering Committee for 14 years, directing the activities of a small staff which provided legislative and policy assistance to approximately twenty-five senators and their staffs. She was then named Staff Director for the U.S. Senate Republican Policy Committee, the 4th ranking Republican Leadership position in the Senate. In that capacity she served as an advisor to the Republican leadership on legislative and technical procedural matters, and managed a staff of approximately 20, including 10 policy experts who provided policy analysis, research papers and talking points, and detailed legislative summaries to Republican senators and their staffs. View Guest page

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Email Host

Make Your Move

December 19, 2011
Hosted by Alan & Brian Beaulieu

[Download MP3] [itunes] [Bookmark Episode]

Make Your Move

Monday at 1 PM Pacific Time on VoiceAmerica Business Channel

The goal of our program is to enhance business profitability. Alan & Brian Beaulieu will provide a dependable economic outlook from the business person’s perspective and provide for a discussion on actionable items based on that outlook. For instance, what should you do if inflation is coming? What are the long-term ramifications of budget deficits and what are the alternatives? Management steps and objectives, in the vernacular of business but in the context of economics, will be central to the show’s theme.

In addition, their guests will include respected authorities from different disciplines who will also enhance profitability while providing valuable information. Make Your Move is broadcast live every Monday at 1 PM Pacific Time on the VoiceAmerica Business Channel.

Alan & Brian Beaulieu

Two of the country’s most informed economists, Alan and Brian Beaulieu are the principals of the Institute for Trend Research (ITR® ). They authored “Make Your Move”, a book on how to increase profits through business cycle changes. Brian & Alan are principals Managing Partners of ITR Capital Partners and active members of its Investment Committee. Alan is also the Senior Economic Advisor to the National Association of Wholesaler-Distributors and the Chief Economist for HARDI. Brian is the Chief Economist for Vistage International.

The Beaulieu’s has been providing workshops and economic analysis seminars across the US to literally tens of thousands of business owners and executives for the last 20 years. Prior to joining ITR® , Brian worked for the federal government while Alan had interests in a structural steel firm and a software development company.

Pronouncements from the Institute for Trend Research and/or the Beaulieu’s have appeared in/on: the Wall Street Journal, New York Times, USA Today, Knight Ridder News Services, Business Week, Associated Press, The Washington Times, CBS Radio, CNN Radio, Sirius satellite radio, KABC Los Angeles, NPR affiliate WLRN in Miami and numerous other outlets.

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