Maximizing the “Value” of a College Education

Matt Kerzner interviews Rob Katz on the importance of understanding the true cost of a college education. What options should parents and children consider when evaluating college choices? How do we make our college-age children accountable for the cost of higher learning? During this interview, we discuss strategic ways to think about the many options that are available to both parents and kids.

Simple Assessments

In this podcast Natalie McVeigh, Managing Director in the Center for Individual and Organizational Performance, discusses Simple Assessments; DISC or MBTI, for example. We call these four-box model assessments because they are based on four distinct personality styles people have, and the combinations between them. The results are how we present ourselves through pace, style, and personality. Knowing how we show-up allows us to better adapt our responses in various situations.

Preparing to Sell Your Business

Great! You decided to sell your business. Now what? On this episode of The Bottom Line, Tim Schuster is joined by Lisë Stewart and Alan Wink to discuss how to get ready to sell your company.

Emotional Intelligence Profile (EQP) Assessment

EQ is about 80% of our success in business. What is it? Why is it important? How do you measure it? Natalie McVeigh and Matthew Kerzner, Managing Directors in the Center for Individual & Organizational Performance, answer these questions and discuss how it relates to sustainable behavioral change.

Sibling Development

If you and your sibling group are going to inherit assets (business, family office, vacation home) you will need to create a different set of skills and behavioral patterns that do not occur by being born into a family. Matt Kerzner and Natalie McVeigh, managing directors in the Center for Individual & Organizational Performance, discuss roles, relationships, differentiation, and failure in stewardship.

Team Dynamics and Assessments

We hire for talent and we fire for temperament. And we, also, usually hire in a vacuum. We could have incredibly talented people who are not clear how and when they might impact the team positively or negatively. We could also be hiring many of the same people and have a gap in our organization such as risk aversion, etc. Here are some things to consider about teams and how assessments can be a tool to enhanced performance.

The Family Enterprise System

If you own a privately held company, you are what is called a family enterprise. If your family has a cabin, compound or shared property it is a family enterprise system. Family enterprise systems exist when a family owns or manages an asset together and this blending of family with an asset has unique advantages and challenges. Matt Kerzner & Natalie McVeigh, from our Center for Individual and Organization Performance, will talk through the system, some ways to navigate it changing as well as discuss some best practices for non-family members to be successful co-stewards.

Advocacy Process: Personal Planning and Strategic Roadmap

Business owners have complexity in their lives in having to plan both for the success of their business as well as the success of their personal planning.  The planning for the business and for the personal wealth are so inter-connected that they cannot be done properly if done in isolation.  There are tremendous benefits to learning more how the Advocacy Process™ and the Strategic Roadmap can help ensure the business and your personal wealth is on tack towards creating purposeful success by design.

Protecting Your Most Valuable Asset in Turbulent Times

Dr. Matt Kerzner, Director with the Center for Individual and Organizational Performance, draws upon his 30+ years in the fields of strategy and HR to share best practices in these quickly changing times. This is the first in a series of informative podcasts, featuring subject matter experts, informative case studies and a wealth of examples to empower and equip our clients with the tools they need to protect this important business investment and secure their future.

Expanding the Due Diligence Conversation When Investing in Manufacturing

Lisë Stewart interviews Barry Ramsay, an expert in manufacturing who helps investors to determine whether they will realize a desired ROI from a potential investment.  Listen and learn what Barry looks for in a manufacturing operation and how this can help investors to make a wise decision.