Balance Sheet - Episodes Tagged with “Leadership”

A Special Announcement

Olivia Berkman — Tue, 19 Oct 2021 07:00:00 -0400

Balance Sheet is being reimagined as an FEI Engage subscriber exclusive. This season, I’ll be replaying my live How I Got Here interviews. I’ve spoken with leaders at Google, Intel, Cisco and more on topics ranging from parenting to career transitions to coming out to colleagues.
To subscribe to FEI Engage, visit financialexecutives.org/FEI-Engage or email me at feiengage@financialexecutives.org.

The Next Generation of Finance Leaders

Olivia Berkman — Thu, 24 Jun 2021 07:00:00 -0400

In this episode I spoke with the incredibly dynamic Kimberly Ellison-Taylor. Kimberly is the CEO of the consulting firm KET Solutions and the first black chairman of the AICPA. She’s a sought-after keynote speaker and was named one of Accounting Today's Top 100 Most Influential People in Accounting and CPA Practice Advisor's 25 Most Powerful Women in Accounting.
We talked about the power of storytelling, the pressure finance professionals are under today and the connection between increasing diversity and technology.

Special Guest: Kimberly Ellison-Taylor.

Employer-Sponsored Childcare for the Mothers of the Future

Olivia Berkman — Thu, 10 Jun 2021 15:00:00 -0400

Laura Dribin is the CEO and founder of Peritius Consulting, Inc., a premier niche consulting firm specializing exclusively in Outcome Management. She coaches women on career development and has written extensively about gender equality in the workforce.

Special Guest: Laura Dribin .

What It Means to Be an Ally

Olivia Berkman — Thu, 27 May 2021 07:00:00 -0400

I’m throwing it back this week to an episode I recorded last June with Stefanie Mockler.
Since we recorded this episode, Dr. Mockler completed her PhD and was promoted to Practice Leader of Leadership Development Solutions.

Special Guest: Stefanie Mockler.

The Balance Myth

Olivia Berkman — Thu, 13 May 2021 07:00:00 -0400

In this episode I spoke with Founder & President of Peak Consulting Group and author of The Work-Life Balance Myth: Rethinking Your Optimal Balance for Success Dave McNeff. We talk about why Millennials aren’t taking any time to just simply think and how thinking time has given the leaders he coaches the ability to prepare for the next set of challenges. He walks me through his “Seven-Slice Method” and what he calls the rules of engagement for high performing teams.

Special Guest: Dave McNeff.

Embracing an “Ownership Culture” and a Willingness to Fail

Olivia Berkman — Thu, 29 Apr 2021 06:00:00 -0400

How do you get managers to start thinking and acting like business owners?
In this episode I interviewed Greg Milano, the founder and CEO of Fortuna Advisors. Greg is a recognized industry thought leader in strategic resource allocation and in creating an ownership culture, which we’ll learn all about in this conversation. He is also the author of the book Curing Corporate Short-Termism, Future Growth vs Current Earnings.

Greg and I discussed the obstacles to ownership culture (many of which are self-imposed), faulty management processes, incentives and compensation, and the problem with always measuring against last year.

Special Guest: Greg Milano.

Tenants Need to Have a Good Story

Olivia Berkman — Thu, 11 Mar 2021 07:00:00 -0500

With the rollout of COVID-19 vaccines, the idea of returning to the office is becoming more of a reality. But it also raises questions. Will we be safe? How should we navigate lease negotiations? What will the office of the future look like?
These are just a few of the questions we tackled in this episode, which is a recording of a live Q&A I did on rethinking the office.

Special Guests: Alan Jovinelly and Jim Paterno.

“If I Don’t See One, I Will Be One”

Olivia Berkman — Thu, 25 Feb 2021 07:00:00 -0500

In honor of Black History Month and the powerful women of color who are inspiring others to dream big, I’d like to share my conversation with a truly remarkable woman.
Noel Abdur-Rahim is an Assurance Partner with PwC, focusing mostly on auditing public companies in the industrial manufacturing industry. Noel has over 15 years of experience serving clients in various sectors including large consumer and industrial products, utility, retail, higher education and multinational organizations and she is also on the board of the National Association of Black Accountants (or NABA).

Special Guest: Noel Abdur-Rahim.

What Makes a Great CEO?

Olivia Berkman — Thu, 11 Feb 2021 06:00:00 -0500

In this episode I had the privilege to interview Dr. Paul Winum, a Senior Partner at leadership consulting firm RHR, co-author of the book Inside CEO Succession: The Essential Guide to Leadership Transition and long-time family friend.

Become a member of FEI today.

Special Guest: Paul Winum.

Resiliency and the Gift of Challenge

Olivia Berkman — Fri, 29 Jan 2021 06:00:00 -0500

Brenda Zamzow has faced enormous hurdles in her personal and professional life, any one of which might defeat a person. But for Brenda, current Chief Financial & Administrative Officer for the Girl Scouts of Greater Los Angeles, the hardships served as wake up calls and inspiration. Her positivity is infectious and her “don’t sweat the small stuff” attitude is incredibly important during these trying times.

Special Guest: Brenda Zamzow.

The Leadership Lesson That Got Me Through It

Olivia Berkman — Fri, 15 Jan 2021 04:45:00 -0500

Though no one could have predicted a global pandemic, certain companies have ridden the wave of disruption surprisingly well. So what differentiates these companies from those that succumbed to layoffs, bankruptcy and failures of leadership?
In this episode, I spoke with five senior-level financial executives about challenges they faced in their careers that helped to prepare them to successfully navigate the extreme disruption of COVID-19.

Special Guests: Adrian Brown, Carl J Lukach, Ron Zoromski, Scott Brickner, and Tania Zieja.

Episode 15: It's Time to Reinvent the Calendar

Olivia Berkman — Fri, 18 Sep 2020 06:00:00 -0400

As we all adapt to our new normals, one thing that might still feel out of reach is focus. How can we jump from parent mode or homeschool mode into work mode and back again?
According to executive coach Angelo Valenti, the secret is right in front of us: our calendars.
In this episode, Angelo gives great advice about returning to the office and shares techniques to help us feel more accomplished and happy working from home.

This will be the final episode of season 1 of Balance Sheet.

Special Guest: Angelo Valenti.

Episode 13: “I Want More People That Look Like Me In The Profession”: Part 2

Olivia Berkman — Fri, 21 Aug 2020 06:00:00 -0400

Part 2 in my series with Herschel Frierson, managing director in the consulting group at Crowe and current Chair of the Board of Directors of NABA, the National Association of Black Accountants.

Special Guest: Herschel Frierson.

Episode 11: Racial Justice Is a Movement, Not a Moment

Olivia Berkman — Fri, 24 Jul 2020 06:00:00 -0400

As part of our FEI Forward Thinking series, we're speaking with 4 different senior-level financial executives about navigating such challenging times.
Sign up for the last in the series: Four Challenges, Four Leaders - Going on Offense.
We discuss how remote work has helped Calvin gain the trust of his team and how we can turn this time of increased attention to racial injustice into a movement, not just a moment.

Special Guest: Calvin Harris.

Episode 8: “I Want More People That Look Like Me In The Profession”: Part 1

Olivia Berkman — Thu, 11 Jun 2020 21:00:00 -0400

Herschel Frierson is a managing director in the consulting group at Crowe LLP and soon to be Chair of the Board of Directors of NABA, the National Association of Black Accountants.
As you’ll hear, Herschel has done a tremendous amount of work to bring young black people to the accounting profession. We talked about the practices in accounting and finance that lead to a lack of diversity, the importance of mentorship, and the conversations he’s having with his daughter in the midst of global protests.
We all know that we have a lot to learn and I hope this conversation will inspire you to have similar conversations with people in your own lives. Be vulnerable. Be open. And, as Herschel tells his mentees, just speak your truth.

Special Guest: Herschel Frierson.

Episode 6: A Staff Psychologist on How to Deal With Fear and Anxiety

Olivia Berkman — Thu, 21 May 2020 08:00:00 -0400

Michael Seaver helps leaders find clarity, confidence, and happiness. In this episode, Michael gives his best advice for those of us struggling with fear and anxiety and why, as a coach, he had to learn to meet people where they are.

Special Guest: Michael Seaver.

Episode 5: A CEO’s Guide to Crisis Leadership

Olivia Berkman — Thu, 07 May 2020 04:00:00 -0400

A thoughtful discussion on how meditation, routine, and compassion are helping FEI's CEO lead the organization through the pandemic.

Special Guest: Andrej Suskavcevic.