Alice Milligan is the CMO of Morgan Stanley, an over 85-year-old multinational financial services firm, with about $60 billion in annual revenue and a market cap of roughly $140 billion. In 2020, Morgan Stanley acquired E-Trade and Eaton Vance the following year.

Alice has an impressive resume that includes 15 years at American Express and five years at Citi. In 2019, she was the Chief Customer Officer of E-Trade. She is now officially the CMO of Morgan Stanley. 

In this conversation, Alice discusses what it was like maneuvering in a corporate acquisition during a worldwide pandemic. She talks about the lessons she's learned as a leader and the importance of being a customer of the company you work for.

CMOs often hold one of the most innovative and challenging roles in business today. Those who excel can operate at the highest level to drive growth and create value for their organizations. To learn more how Deloitte helps bolster the value CMOs deliver, visit www.cmo.deloitte.com.

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Alice Milligan (Morgan Stanley) | Be the CEO of Your Calendar

Jim Stengel, former&nbsp;CMO&nbsp;of the largest marketer in the world (Procter &amp; Gamble), and now small company entrepreneur sits down for intimate conversations with the most dynamic CMOs from all over the industry.&nbsp;This is not your typical marketing&nbsp;podcast, this is a unique look at the thought process and motivation of the&nbsp;CMO. Jim, who put purpose on the map gets in depth with each guest to reveal more about this pivotal role every brand seeks to fill. Through personal and revealing discussions Jim and his guests paint a picture of this demanding position that very few understand, yet affects the entire consumer experience. The CMO Podcast is sponsored by Deloitte and Webflow.

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With women's sports on the mind, Jim's guest this week on The CMO Podcast is Shelley Zalis, the Founder and CEO of The Female Quotient, or FQ, the ten-year-old company that curates experiences, media, and solutions that advance gender equality. The FQ is famous for its Equality Lounges at some of the most important global gatherings–like Davos, CES, SXSW, and the Cannes Creativity Festival.

One of Shelley’s mantras is “to conquer imposter syndrome you must believe in yourself," and she has vividly exemplified that conviction throughout her career. Shelley began her career in consumer research, and eventually founded a company in 2000 called OTX, a pioneer in the then-emerging field of online research. Then in 2010, Shelley sold OTX to research giant Ipsos and left in 2015 to found The Female Quotient.

Shelley is also the co-founder of #SeeHer, a movement led by the Association of National Advertisers to increase the accurate portrayal of women and girls in advertising and media. Shelley is a supreme connector, a tireless advocate, and a great storyteller.

Follow Shelley and her travels: https://www.instagram.com/shelleyzalis/

and learn more about the Female Quotient: https://www.thefemalequotient.com/

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Shelley Zalis (Female Quotient) | Activate Your Purpose Through Equity and Impact

Joining Jim this week on The CMO Podcast is Mauro Porcini, the SVP and Chief Design Officer of PepsiCo, the $91 billion company by revenue. Pepsi’s founding dates back to 1893 with the invention of Pepsi-Cola in a small town in North Carolina. In 1965, the Pepsi company combined with Frito-lay to become PepsiCo, and has become one of the most admired food and beverage companies in the world, with brands that range from Cheetos to Mountain Dew to Gatorade to SodaStream to Quaker. 

Mauro is the first Chief Design Officer to appear on the podcast. And speaking of firsts–Mauro was the first ever Global Chief Design Officer at 3M (where he spent 10 years) and PepsiCo, where he has thrived for the past 12 years. Mauro was born and raised outside Milan, Italy, studied at the National College of Art and Design, and earned a Masters at the Politecnico di Milano. Mauro is an evangelist for human-centric design and has an unrivaled artistic capacity and energy level. Not to mention, he’s stylish—with GQ Italy naming him one of the best dressed people in Italy. Tune in for a conversation with one of the top design thought leaders in the world.

Follow Mauro on Instagram: https://www.instagram.com/mauroporcini/

And pick up a copy of his recent book "The Human Side of Innovation: The Power of People in Love with People": https://www.penguinrandomhouse.com/books/714051/the-human-side-of-innovation-by-mauro-porcini/

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Mauro Porcini (PepsiCo) | How to Lead with a Kind and Human-Centric Approach Through Design

The guest this week on The CMO Podcast is Michelle Froah, the Global Chief Marketing & Innovation Officer at The Educational Testing Service, or ETS. ETS is the largest private educational assessment organization in the world, serving 50 million people a year in 200 countries.  You probably know them better for their products, which includes the GRE admission tests for graduate and professional school, and the TOEFL tests which prepare students for university study and immigration. ETS was founded in 1947 with headquarters in Princeton, New Jersey.

Michelle is a veteran brand builder. She began her career in the 1990's in Manufacturing with Procter & Gamble, and then switched over to Brand Management at P&G, where she worked in beauty care. She left P&G after almost 18 years to work for Kimberly Clark in Asia, then returned to the US to work in senior marketing roles at Samsung and MetLife. About one year ago Michelle moved to the nonprofit sector, with ETS, where she has joined the executive team to help bring about a significant brand relaunch. Jim welcomes her to discuss this new ETS refresh, his own time at the company in the 1980's and how she looks to bring her good energy to each new project.

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Michelle Froah (ETS) | Bringing Good Energy to a Brand Refresh

This week on The CMO Podcast, Jim wraps up Women's History Month with Natalie Sunderland, the Global Head of Marketing and Communications at the Bank of New York Mellon, or BNY Mellon. This is definitely the oldest company Jim has featured on the show; BNY Mellon was established in 1784 by Alexander Hamilton, and became the first company listed on the NYSE. BNY Mellon holds nearly $48 trillion in assets under custody and/or administration. In 2024 it was one of Fortune’s Most Admired Companies, scoring high in innovation and people management.  

Natalie is Canadian by birth, studied at Queens University in Ontario, and joined American Express shortly after college. She stayed at AmEx for fourteen years, before moving to Citi for two years. Then she made a big jump in her career–she moved to California and joined the startup world, working at two fintech startups and one young health care company.  In 2021 she decided to join BNY Mellon. As the company celebrates its 240th anniversary, Natalie joins Jim to talk about she works to build curiosity and pride within her team and beyond. 

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Natalie Sunderland (BNY Mellon) | Celebrating 240 years with a Fresh Breath of Pride and Curiosity

It's tax season! On this week's episode of The CMO Podcast, Jim is joined by none other than Jill Cress, Chief Marketing and Experience Officer at H&R Block–the Kansas City-based company that has been helping people with their taxes since 1955. H&R Block is one of the most ubiquitous storefronts in America with thousands of offices–almost as many locations as McDonalds!  

H&R Block has a big business in tax preparation–revenue is approaching $4 billion–but their ambition is changing to something larger, anchored in their purpose to provide help and inspire confidence in their clients and communities. Jim talks to Jill about about reframing a 70-year-old brand–its challenges, its opportunities–and what H&R Block is learning along the way.  

Jill was a guest on the show way back in January 2020–when she was transitioning from her role as CMO at National Geographic to VP of Marketing at PayPal. Now Jill returns to talk about her time at H&R Block, just in time for you to finalize your own taxes.

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Alice Milligan (Morgan Stanley) | Be the CEO of Your Calendar

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