Balance Sheet

Balance Sheet

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Balance Sheet episodes

  • Tenants Need to Have a Good Story

    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.

    32 min
  • “If I Don’t See One, I Will Be One”

    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.

    39 min
  • What Makes a Great CEO?

    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.

    28 min
  • Resiliency and the Gift of Challenge

    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.

    19 min
  • The Leadership Lesson That Got Me Through It

    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.

    14 min
  • Episode 15: It's Time to Reinvent the Calendar

    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.

    21 min
  • Episode 14: How to Be an Effective Mentor

    Avec O’Brien is a Senior Finance Executive, Servant Leader and Board Director. She’s the current President of the Detroit chapter of FEI and served as Director on the National Board of ALPFA, the Association of Latino Professionals for America.

    In this episode, Avec and I talked about the power of mentorship, the challenges of raising teenage sons and life as a Latina woman in accounting. Avec’s mentors have had a huge influence on her leadership style and I hope this conversation inspires you to seek out mentorship or become a mentor.

    Check out the Equals Change Blog.

    Special Guest: Avec O'Brien.

    45 min
  • Episode 12: Working Parents Need More Support

    One silver lining of COVID-19 is that we’re opening up to each other about the struggle of juggling jobs, kids, parents, pets and a lot more. This juggling act isn’t new, but it’s new for a lot of us to be discussing it with our colleagues so honestly.

    In this episode, I spoke Liz Gulliver, the cofounder of Kunik. Kunik is on the forefront of developing actionable, practical solutions for parents throughout this crisis and beyond.

    Special Guest: Liz Gulliver.

    28 min
  • Episode 11: Racial Justice Is a Movement, Not a Moment

    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.

    Sponsored By:

    • Robert Half/Protiviti
    51 min

About Balance Sheet

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I speak with career coaches, executives, start-up founders and others to learn all about how we can be more present and purposeful at work and at home.